Talk with a CFP® | Haridwar Meet Over Dinner

Talk with a CFP® | Haridwar Meet Over Dinner A meaningful and interactive evening unfolded in Haridwar on 13th July at Gardenia Hotel, as Mr. Shiv Raj Singh, CFP®, Designated Partner & Principal Officer, Fintellect Intelligent Financial Services — an Authorized Financial Planning Firm by Financial Planning Standard Board (FPSB) of India — engaged with more than 50 industrialists and businessmen in a powerful session on financial planning & management. Mr. Brijesh Pandey, General Manager, Sikka Group, Dehradun, a man with multifaceted abilities, extended a warm welcome to the speaker and opened the evening on a note of enthusiasm and thoughtful anticipation. Through ‘Nivesh ki Kahaniyaan’, Mr. Shiv Raj narrated simple, relatable stories that turned investment concepts into real-life lessons — making the conversation both interactive and easy to connect with. The meet was made possible through the efforts of Mr. Ishwar Yadav, Director, Crimson Unipack Pvt. Ltd., Haridwar whose initiative brought together this diverse group. We extend our sincere thanks to Mr. Rahul Kumar, Executive Director, RHP Group of Companies, for his generous and unwavering support that added strength to the success of the evening. We also acknowledge the support of Ms. Fiza Khanam, Intern (Mutual Fund Operations), from our Haridwar team, for her hands-on assistance in executing the event. A heartfelt thanks to Ms. Chandreyee Banerjee, Sr. Relationship Mgr., Franklin Templeton Investments and her team for their steadfast support and valuable resources brought this session to its life. It was an evening of conversations, clarity, and connection — reminding everyone why financial planning isn’t just important, it’s essential.