Nandita J.
Financial Planning | Wealth Management, Business Management, Coaching
Financial Coach & Founder at Finparth. Being into a profession which is more of enjoyment & contentment, than work leads you to your dreams, I believe. Having completed CFA (ICFAI) with over 16+ years of work experience specializing in Financial Planning, Wealth Advisory and Equity Research. Specialize in Financial Planning with almost 10+ years of experience in the field. Worked as a Vice President * Financial Planning & Wealth Advisory for several years with experience in client management, investment planning, tax planning, stock research, portfolio management, Report Writing, Client interactions, meetings, presentations and training. I believe that change is the only constant which comes in through constant learning and help reach goals. Client first, Integrity, fiduciary and transparency are keys to success and growth for me.
Earnings and projects
Last 6 months ÷ 2, the fewest it counts (since Oct 2026)
Read daily since Oct 13, under 30 days
Billed in all: $3,396$3.4k
$3.2k in the last 6 months
Earnings, last 30 days
Tracked from Oct 13, 2026.
Skill rankings: Top 4% in Life Coaching
Ranked by MRR among everyone on Upwork with the skill.
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- #133Financial Planning1,216 freelancers · 🇮🇳 #17Top 11%🇮🇳#17 of 128