Top Expert

Narendar Kumar

Certified Financial Planner

5.0(16)

About me

Certified Financial Planner | Corporate Financial Wellness Specialist | Wealth Protection & Tax-Advantaged Retirement Strategist 🏆 Founder of AssuredGain, Certified Personal Financial Advisor (CPFA), and author of "Covid Proof Your Retirement", with a mission to break the bonds of financial slavery by educating families on wealth creation strategies that span generations. With nearly a decade of experience helping over 700 families protect their financial futures, I specialize in creating risk-averse, tax-efficient, and legacy-focused financial plans. My approach combines deep expertise in wealth management, investment advisory, and behavioral finance to empower individuals to take control of their money, safeguard against market volatility, and achieve their long-term goals.

Notables:

Founder of AssuredGain and Certified Personal Financial Advisor (CPFA)

Author of 'Covid Proof Your Retirement'

Over 10 years helping 700+ families secure multi-generational wealth

Certified Financial Planner (CFP) – Global Excellence in Financial Planning

Holder of multiple NISM certifications in investment advisory, portfolio management, and financial planning

Practising Goal Planner – Advanced Level Program Graduate

Specialist in Wealth Management, Retirement Planning, and Risk Mitigation

My Services:

Financial Strategy

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Book Your Corporate Employee Discovery Call

A discovery call designed for corporate employees to review selected financial services, understand priorities, and outline a personalized plan.

Review of selected financial service package
Understanding your current situation and priorities
Explaining customization of the approach
Outlining next steps for your plan
Answering questions about corporate benefits

Financial Strategy

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Schedule Your Personalized Financial Roadmap Session

One-on-one consultation to assess your finances, clarify goals, and create a tailored strategy with actionable steps.

Assess current financial status (income, expenses, assets, liabilities)
Clarify short-term and long-term goals
Create tailored financial strategy
Investment, savings, debt, and tax optimization guidance
Answer questions and provide clarity
Set actionable steps for implementation

Financial Strategy

5.0(16)

Book Your Comprehensive Financial Planning Session

In-depth consultation to analyze your finances, define goals, and deliver a custom roadmap for financial success.

Assess current financial status (income, expenses, assets, liabilities)
Clarify short-term and long-term goals
Create tailored financial strategy
Investment, savings, debt, and tax optimization guidance
Answer questions and provide clarity
Set actionable steps for implementation

Narendar Kumar verified

About me

Notables:

Book Your Corporate Employee Discovery Call

Schedule Your Personalized Financial Roadmap Session

Book Your Comprehensive Financial Planning Session

Frequently Asked Questions

Narendar Kumar