Mamta Khanna

Mamta Khanna, the visionary behind BestInvestIndia, has embraced the advisory model since her inception in the financial services sector back in 2005. Her journey began in insurance, where she took a meticulous approach to gather essential client information, analyze it, and deliver well-considered recommendations. This approach earned her the respect and admiration of numerous clients.

The early successes proved to be a strong motivator for Mamta, pushing her to recognize the necessity for a more comprehensive financial planning process. She understood that mere product advice couldn't resolve the underlying financial challenges faced by her clients. In 2013, her path led her to discover the Certified Financial Planner (CFP) certification, which equips professionals with the knowledge and skills essential for a proficient financial planning practice. Mamta was immediately drawn to the possibilities this certification offered.

Taking her commitment to the next level, Mamta spent a year working with a SEBI Registered Investment Advisor, further honing her skills and insights. Armed with this valuable experience, she embarked on her personal financial planning venture in November 2016, giving birth to BestInvestIndia. Her dedication to professional growth was reaffirmed when she successfully completed the CFP Certification in 2014. Mamta Khanna's journey is a testament to her unwavering commitment to providing clients with well-informed, holistic financial guidance.