Amit Kukreja

CeFT® , Registered Investment Adviser (SEBI, India), CFPCM (India)


Amit has pioneered fee-only financial planning and wealth advisory services in India. He specializes in couples’ financial planning and life-stage planning. He helps families to identify their financial goals with the right focus on money and plans for them to achieve their goals with success and joy.

He specializes in managing double-income families where two strongly opinionated individuals may come in the way of their financial well-being. Amit loves to go beyond the nuts and bolts of financial problems to help people see how a flawed approach to money gets in the way of happiness.

He is very passionate about spreading the prospects and pitfalls of investments in mutual funds, insurance, real estate, and fixed income instruments. He actively works with TV channels, radio channels & publication editorial teams to spread awareness.

He appears on several TV shows in India. Some of them being Zee Business channel’s Money Guru, Mutual Funds Helpline, CNBC Awaaz channel’s Your Money, CNBC TV18 channel’s Money Money Money. He has also appeared on NDTV Profit channel’s Let’s Talk Money, Manage Your Money, The Property Show, Property India, Paisa Vasool, and Get Started in the Markets, to advise the viewers on their investments.

He does Radio shows as well. Few of them being money section on AIR FM Gold (Delhi) and Money Talk with RJ Chris on RadioOne 94.3FM Delhi.
He also writes columns for Mint Money, Business Standard, NDTV Property, Financial Planning Journal,, Business Bhaskar, Outlook Money, and Economic Times Wealth.

Prior to being a Financial Advisor Amit was in the Information Technology space for 15 years specializing in consulting & relationship management, account management, delivery of cost-effective, complex, high-performance technology solutions in a globally distributed delivery environment.

Amit has very strong relationship management, advisory and consulting skills. He is also a highly accomplished and results-driven management leader. He has a well-rounded background that supports any progressive organization built on culturally diverse and team-centered operating units with effective business processes. Having lived in USA, UK, & Asia Pacific, he is now settled in Gurugram (National Capital Region, India).

Memberships & Affiliations:

· Financial Transition Institute, USA
· Financial Planners Guild, India

· Certified Financial Transitionist, USA
· Certified Financial Planner, India
· Diploma in Financial Planning & Wealth Management, India
· Masters in Information Management, USA
· Bachelors in Computer Science, India