Amit Kukreja

Amit Kukreja is a fee-only financial advisor. He is officially registered with SEBI as an Investment Adviser – Individual and holds certification as a Certified Financial Planner (CFPCM) from FPSB India. Additionally, he is a Certified Financial Transitionist (CeFT®) and is registered with the Financial Transition Institute in Florida.

His specialization lies in guiding double-income families, where the strong opinions of both partners can sometimes hinder their collective financial well-being. He also excels in helping individuals navigate significant life changes, known as transitions. These transitions can be planned, such as marriage, career changes, or retirement, or they can be unexpected, like divorce, job loss, or the passing of a family member. His own life experiences have given him a profound understanding and empathy, enabling him to effectively support those facing their unique transitions.

His journey as a financial advisor commenced in 2011, marking his second career path. Prior to this, he spent approximately 15 years in the Information Technology sector, specializing in consulting, relationship management, and the delivery of cost-effective, complex technology solutions in a global context. Having lived in various countries, including the US, Singapore, UK, and China, he made the conscious decision to settle in India in 2003. In 2010, he realized his true calling lay in pursuing his passion to assist people in achieving a harmonious balance between wealth and happiness.