Gunjan Kataria

Financial Friend is committed to empowering individuals and families to make well-informed decisions about their financial futures. The firm’s mission is to simplify financial planning and offer customized solutions designed to build long-term security and sustainable growth. By crafting tailored strategies that encompass wealth management, retirement, and financial independence, Financial Friend ensures that every client’s goals are met with clarity, discipline, and precision.

The firm provides comprehensive financial guidance that covers every aspect of personal finance, including income management, savings, investments, insurance, taxation, and retirement planning—all under one roof. Whether clients seek to build wealth, reduce debt, save on taxes, or secure their family’s financial future, Financial Friend develops simple, effective, and personalized plans to help them achieve their aspirations with confidence. Guided by a philosophy rooted in client-first principles, transparency, and lifelong partnership, the firm has built a reputation for trust and results-driven financial planning.

At the heart of Financial Friend is Gunjan Kataria, the Founder and Chief Financial Planner, bringing over 14 years of experience in the financial services industry. A Certified Financial Planner (CFP), Certified Trust and Estate Planner (CTEP), and MBA (Finance) from FMS-IIRM, Gunjan combines strong technical expertise with a deep understanding of client needs. She is widely recognized for her ability to demystify complex financial concepts and create actionable, goal-oriented strategies. Her vision for Financial Friend centers on trust, transparency, and long-term value creation—ensuring that clients not only grow their wealth but also gain peace of mind on their journey to financial freedom.