Know Your Financial Advisor

Jaydeep Kashikar - Director

Qualifications

  • Certified Financial Planner (CFP)
  • AMFI certified for Mutual Fund Distribution
  • Certificate in CIS Examination of the Insurance Institute of India
  • Certificate in Licentiate Examination of the Insurance Institute of India
  • Attended training at Institute of Insurance & Financial Sciences Education, Research & Training (IFSERT), Pune

Achievements

  • Adjudged “Best Individual Financial Advisor - National (All India)” at CNBC-TV18’s Financial Advisor Awards 2009, 2010 & 2014
  • Adjudged “Best Individual Financial Advisor - West Zone” at CNBC-TV18’s Financial Advisor Awards 2008, 2009, 2010, 2013, 2014, 2016 & 2018
  • Served as Director on the board of Financial Planning Standards Board India (FPSB India) from April 2011 to March 2013
  • Adjudged “Equity Funds Champion - National (All India)” at Wealth Forum Advisor Awards 2009
  • Adjudged “Best Individual Financial Advisor - National (All India)” at Wealth Forum Advisor Awards 2009
  • Adjudged “Best Individual Financial Advisor - West Zone” at Wealth Forum Advisor Awards 2009
  • On the 'Panel of Experts' of moneycontrol.com since April '06
  • Have been featuring regularly in several prominent dailies and magazines
  • Featured on CNBC India in the programme "Business at 8", "India Business Hour" and "Insurance Intelligence"
  • Qualified for the Million Dollar Round Table (MDRT) – TOP OF THE TABLE (TOT)* conference 2003 held in Rancho Mirage, California, USA in Oct '03
  • Qualified for the MDRT - TOT conference 2002 held in Orlando, Florida, USA in Oct '02
  • Qualified & attended the MDRT conference 2001 held at Toronto, Canada, in June 2000
  • Interviewed by BusinessWorld in April 1998 on retail distribution of investment products

* TOT is the highest honour in the Insurance sector, internationally