


Poonam Kumari
CEO
With over 10 years of experience in the financial industry, Poonam Kumari is a financial consultant dedicated to helping clients achieve their financial goals. She specializes in comprehensive financial planning, investment management, and wealth preservation strategies tailored to meet individual needs.
Throughout her career, Poonam Kumari has successfully guided clients through complex financial landscapes, providing expert advice on retirement planning, tax-efficient investment strategies, and risk management. His analytical approach, coupled with a deep understanding of market trends, allows him to create customized solutions that drive long-term financial growth.
Poonam Kumari is committed to building lasting relationships based on trust, transparency, and a client-first philosophy. Her proactive approach ensures that clients stay informed and empowered to make sound financial decisions in any market environment.