Nishant Kumar Garg, CFP®

I’m a Certified Financial Planner (CFP®) with a strong belief in delivering honest, insightful, and customized financial advice. With hands-on experience in wealth advisory, I work closely with HNI and retail clients to help them align their investments with real-life goals — whether it’s building long-term wealth, protecting their families, or planning for retirement.

My approach is rooted in personalization — understanding each client’s risk appetite, priorities, and future vision. I bring in a blend of technical expertise (asset allocation, portfolio strategy, and financial planning) with a practical understanding of markets, macro trends, and policy dynamics.

I’m especially passionate about simplifying finance for my clients and building trust through clear communication and timely insights. Whether it’s reviewing portfolios, advising during volatile markets, or coordinating with research and operations teams, I aim to ensure clients feel confident and cared for in every step of their financial journey.

Currently, I work alongside senior advisors, deepening my strategic thinking while contributing meaningfully to client success.