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Unlock Your Free Consultation Now
98% claim settlement ratio - highest in industry
24/7 claims support and assistance
100% claims processed within 7 days
500,000+ successful claims settled
✓ Claim Settled
98% Success Rate
Helping You Make Smarter Choices
Pooja
@poojapatelcfp
Pooja Patel is a Certified Financial Planner (CFP®️) and NISM Research Analyst with over six years of experience in the personal finance and investment field.
Recognised as one of the emerging young voices in India’s financial education space, she has been featured across leading media platforms including Femina, Dainik Bhaskar, DailyHunt, LiveMint, YourStory, Entrepreneur of India, UAE Stories, and an exclusive interview on NDTV Profit.
She is the Founder of MyFundSIP, a growing investment platform that helps individuals navigate their financial journeys with clarity, confidence, and goal-based planning. With a client-first approach rooted in trust and simplicity, Pooja has guided thousands of people in building structured portfolios, making informed financial decisions, and achieving long-term stability.
Pooja is also a content creator who simplifies personal finance for a wider audience. Through her educational and relatable content, she has built a community of 500,000+ followers across social media, making financial literacy more accessible and engaging.
Known for turning complex money concepts into clear, actionable insights, Pooja’s mission is to make personal finance accessible, human, and empowering for every Indian.
Pooja
@poojapatelcfp
Pooja Patel is a Certified Financial Planner (CFP®️) and NISM Research Analyst with over six years of experience in the personal finance and investment field.
Recognised as one of the emerging young voices in India’s financial education space, she has been featured across leading media platforms including Femina, Dainik Bhaskar, DailyHunt, LiveMint, YourStory, Entrepreneur of India, UAE Stories, and an exclusive interview on NDTV Profit.
She is the Founder of MyFundSIP, a growing investment platform that helps individuals navigate their financial journeys with clarity, confidence, and goal-based planning. With a client-first approach rooted in trust and simplicity, Pooja has guided thousands of people in building structured portfolios, making informed financial decisions, and achieving long-term stability.
Pooja is also a content creator who simplifies personal finance for a wider audience. Through her educational and relatable content, she has built a community of 500,000+ followers across social media, making financial literacy more accessible and engaging.
Known for turning complex money concepts into clear, actionable insights, Pooja’s mission is to make personal finance accessible, human, and empowering for every Indian.
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