Kartik Jhaveri
Director
Transcend Consulting
Kartik is the founder director of Transcend Consulting (India) based out of Mumbai. He heads the financial planning & wealth management consulting practice of the company.
He is amongst the pioneers of the financial planning & private wealth management profession in India. He offers consulting services to individuals & families across the world. He also undertakes wealth Management workshops and training programs for corporate employees.
Kartik has been in the financial services industry for over a decade during which he has undertaken numerous assignments for financial institutions across countries like India, Singapore, Malaysia, Thailand and Indonesia.
He specializes in the areas of financial planning, wealth management, alternate distribution, private banking and wealth management training.
Kartik is a CFPCM (Certified Financial Planner), CWMTM (Chartered Wealth ManagerTM), FAAFM (Fellow of American Academy of Financial Management), CIWMTM (Certified International Wealth ManagerTM). He also has to his credit an MBA with dual specialization in Marketing & Finance and is a B.Sc. (Bachelor of Science) in Statistics.
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