Edit this page

Bablu Mohan CFP

Certified Financial Planner

23 years

Experience

500 million

Assets under management

About

Bablu Mohan Certified Financial Planner | Business Analyst | Wealth Architect With years of expertise as a Certified Financial Planner and Business Analyst, I specialize in transforming financial challenges into opportunities for growth. I’ve had the privilege of helping hundreds of business owners overcome financial discomfort, empowering them to build personal wealth while achieving their financial goals on time. I am passionate about creating tailored financial strategies that not only alleviate immediate concerns but also secure long-term success. Whether you’re an entrepreneur striving to grow your business, a professional aiming for financial security, or someone simply seeking clarity in your financial journey, my mission is to guide you with precision and insight. Key Achievements: 1. Supported numerous clients in navigating complex financial landscapes with confidence. 2. Designed bespoke financial solutions that integrate wealth creation with goal fulfillment. 3. Co-developed innovative fintech tools that simplify and enhance financial planning. Let’s turn your financial aspirations into actionable realities. Together, we can build the future you deserve.

Address

Mezkar Building, 2nd Floor, Metro Pillar No.32, Aluva, Kochi, Kerala, India. Pin: 683101

Financial Entities Associated

Edelweisslife HDFC Mutual Fund Edelweiss Financial Services ICICI Prudential Tata Mutual Fund Niva Bupa Purnartha Equity Edelweiss Mutual Fund

Skills

1 - Certified Financial Planner
2 - Business Analyst
3 - Estate Planner
4 - Retirement Specialist
5 - Income Strategist
6 - Financial Goal Setting
7 - Wealth Building Strategist
8 - Property Analyst
9 - Stock Broking
10 - Portfolio Management
11 - Forecast Financials