Roshni is a Financial Planner and Coach since the past decade. She is the founder of GoalBridge, which helps clients achieve holistic financial well-being in a structured manner. The aim is to provide pristine clarity and confidence to clients about their finances and also coach them to take informed financial decisions.
Roshni has done her MBA in finance and worked as a Research Analyst writing company and stock reports in Centre for Monitoring Indian Economy. She finally found her true calling in the personal financial advisory profession.
She completed the CFP (Certified Financial Planning) certification from FPSB, India, and then QPFP (Qualified Personal Finance Professional) course from Network FP. She is very passionate about financial coaching and writing. She helps to spread financial awareness through writing blogs, making videos, infographics, and conducting investor awareness programs.
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