#OurTribe7 - Pooja
The story of a technology student to full time stock advisor
Pooja is that girl whom you can learn everything about personal finance from. Belonging from Gujarat, Puja was busy getting her bachelors in garment technology but that couldn't hold her interest for long.
Since her father was a mutual fund advisor having more than 20 years of experience in the stock markets, she found her interest there. Puja's interest took her to earn the certified financial planner (CFP) certificate. She is also a certified NISM Research Analyst. After working with her father for a brief period she finally decided to start her own advisory called Profit Tiger, a subsidiary of her father's company.
Pooja now does Demat account handling for her clients. She offers risk management through her diversification skills. More so, she herself holds the same positions as her client's, which ensures that their money will be in the safest and best hands. Through her knowledge and experience, one can decipher that she has an open and awesome take on money. She says "If you are willing to buy insurance to secure money for your family after your death, why not start investing early and enjoy the returns while you are still alive."
Strongly believes that having a retirement fund and starting to invest early is very essential in today's world. She has also started her page on Instagram by the name @profit , where she talks about investing and personal finance spreading the knowledge.
Pooja is part of #OurTribe for her investor's mindset.
Want to have your money / investing story featured?
Reply to us here!