Anuj Kesarwani

Anuj Kesarwani, the Founder of Zenith Finserve, brings over a decade of deep expertise in Comprehensive Financial Management, spanning Financial Planning, Retirement Planning, Cash Flow Management, Investments, Loans, Insurance, Tax, and Estate Planning. A Certified Financial Planner (CFP) and Chartered Trust and Estate Planner™ (CTEP™), Anuj has become a trusted name in the financial advisory space, with his insights and views frequently featured in leading publications such as Moneycontrol, The Economic Times, and Outlook Money. His reputation for prudence and foresight has established him as a reliable guide for investors navigating volatile markets.

Anuj’s record demonstrates an exceptional commitment to investor protection and integrity-driven advisory. His strategic decisions—such as safeguarding clients’ investments during the 2020 Franklin Templeton mutual fund crisis, steering clear of Peer-to-Peer investments before the 2024 RBI intervention, and preemptively exiting small- and mid-cap mutual funds before their steep decline in early 2025—highlight his ability to anticipate risk and act decisively. In 2025, his early caution against high-yield “12% assured return” bonds once again validated his expertise, as several such instruments defaulted shortly after. Each of these milestones underscores Anuj’s unwavering focus on preserving capital and prioritizing clients’ financial well-being over market trends or short-term gains.

Beyond his advisory acumen, Anuj is passionately devoted to investor education and financial literacy. He has hosted over 1,100 participants in personal finance webinars, trained 2,500+ working professionals, and mentored 400+ students through Financial Planning career workshops conducted in collaboration with IMS Proschool. As a faculty member for CFPCM students and an active member of Financial Planning Standards Board (FPSB) and Network FP, he continues to shape the next generation of financial planners. Holding licences from AMFI and IRDAI, Anuj remains steadfast in his mission to provide ethical, transparent, and conflict-free advice—empowering clients to achieve financial freedom without compromise.