| About PlannerFPSB India's CFP Registration Number: 00019638 Jai Adiani CFPCM, with several years of experience in financial services industry. He was previously working with leading broking firms. He has cleared several NCFM modules & is also AMFI Certified. His previous experience has been mainly in broking where he has lead a team of RM’s in Equity sales & Relationship Management. His expertise is in Technical Analysis, Portfolio Management, Investment Advisory, Wealth Management & Business Development. He is also visiting faculty in FPA. He has authored several articles in various magazines. He is presently working with Sykes & Ray Financial Planners as a Financial Planner & making comprehensive Financial Plans for many clients.
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