Ayan Chappra MSc DipPFS IMC

Paraplanner @ Progeny

About

#Smart Money Moves for a Brighter Future 🚀 Driven by data, guided by integrity, and fueled by a passion for financial empowerment — I aspire to become a trusted Financial adviser and Investment analyst . Currently working as a Paraplanner under an experienced adviser, I’m gaining hands-on experience in financial planning, investment strategies, and client-focused solutions. Every day, I’m building the skills and knowledge needed to help people make confident, informed decisions about their money and future. Let’s connect and grow together toward financial freedom.

Country

City

United Kingdom

Industry

Financial Services

Skill

Financial Markets and Institutions, Ethics and Investment Professionalism, The Regulation of Financial Markets and Institutions, Legal Concepts, Data Visualization, Microsoft Power BI, Critical Thinking, Statistics, Valuation, Interest Rates, Corporate Finance, DCF Valuation, Retail, Sales, VBA Excel, ESG investing, Socially Responsible Investing, Environmental, Social, and Governance (ESG), Leadership, Intrapreneurship