Sandip Mukherjee

Mumbai, Maharashtra

Hi friends! This is me. You may know me already or you may not. To cut long story short I am a financial planner by profession. I am currently working with Transcend Consulting (I) Pvt. Ltd. It is a Mumbai based organization, providing authentic financial planning services to individuals and families all across India and abroad.

I love this role. So much to learn, so much to do, so empowering, so endearing. When I make a positive impact in someone's life by doing something worthwhile in making his/her life more organized - I just feel great ... blessed.

Before this, I worked with Unicon Securities, Tata Capital, IL&FS InvestSmart, ICICI Bank, Reliance Infostream. For very short duration I also worked with an NGO and a chemical company - duration was short but impact is huge. Learnt a lot there also. For a year, while I was preparing for CFP exam, I was an entrepreneur also.

Long before all these ... almost 12 years back, me and my brother used to run our own cyber cafe in my hometown Asansol. We ran that fore 3 years - and successfully (with many ups and downs). I learnt so much during that time about anything and everything in life, which sometimes I think all my school and college education put together cannot match.

I have a sweet small family comprising of my wife Jolly, my daughter Titas, my parents, my in-laws, my colleagues, my ex-colleauges, my friends and YOU.

  • Work
    • Financial Planning
  • Education
    • B.A. (Economics), PG Diploma in Computer Applications, CFP