CFP Dharmin Mali

CFP Dharmin Mali Certified Financial Planner, AMFI Registered Mutual Fund Distributor

14/05/2026

Energy Crisis? Lockdown? Panic?

PM Modi urged Indians to do 4 things for 1 year:
- Avoid buying gold
- Reduce petrol and diesel consumption
- Prefer work-from-home where possible
- Avoid unnecessary foreign travel
- Save foreign exchange and support the economy during global uncertainty

Why?

Mainly Two reasons:
- Tension in Middle East
- India imports large amount of Crude oil and Gold.

Invest in India 🇮🇳

30/04/2026

2 saal, ek idea… aur aapka trust. 🤝
Aaj jo bhi bana hai, woh aapki belief ki wajah se hai.

Yeh sirf ek business journey nahi… yeh trust ki story hai. 🤝

Yeh journey abhi shuru hui hai…
Thank you 🙏

🚨 🚨 🚨 Alert 🚨 🚨 🚨Please be aware that someone has created a fake account using my name and is reaching out to people wit...
22/09/2025

🚨 🚨 🚨 Alert 🚨 🚨 🚨
Please be aware that someone has created a fake account using my name and is reaching out to people with stock-related advice, claiming high returns. I want to make it clear that I am not responsible for any monetary loss caused by this scam. Do not accept any friend requests or engage with this account. Stay cautious and avoid falling for any fraudulent activities.

It has been quite exciting and enriching experience at the FPSB India global Financial Planning Conclave!! Key points fr...
28/07/2025

It has been quite exciting and enriching experience at the FPSB India global Financial Planning Conclave!!

Key points from the event:
- Strategic insights into financial planning evolution.
- Explored international career mobility and the global value of CFP® certification.
- Celebrated women leaders driving transformation and inclusivity in the profession.
- Viksit Bharat: Addressed the role of accessibility, education, and digital technology in spreading financial literacy.

Wonderful to witness the presence of Global CEOs from the United States, New Zealand, Japan, and Australia.

Amazing Energy and power packed sessions.
Grateful to FPSB India for fostering such a significant global collaboration.

“Your mindset, habits, and decisions shape your financial future. Change them, or stay where you are.”Change is constant...
03/04/2025

“Your mindset, habits, and decisions shape your financial future. Change them, or stay where you are.”

Change is constant 🙂‍↔️

“नववर्षे नवकार्यप्रारंभे, सर्वेण समृद्धिं प्राप्नुयाम!”Translation: “In the new year, with the beginning of a new ventur...
30/03/2025

“नववर्षे नवकार्यप्रारंभे, सर्वेण समृद्धिं प्राप्नुयाम!”

Translation: “In the new year, with the beginning of a new venture, may we all achieve prosperity.”

Work in progress ✅Following trend of Ghibli Style 😂 💙
29/03/2025

Work in progress ✅
Following trend of Ghibli Style 😂

💙

“नए ऑफिस में शुरुआत है खास, वित्तीय सफलता का है अब नया अहसास.”❤️Big things are happening! 😀Thrilled to kick off this exc...
24/03/2025

“नए ऑफिस में शुरुआत है खास, वित्तीय सफलता का है अब नया अहसास.”❤️

Big things are happening! 😀

Thrilled to kick off this exciting new adventure as a financial planner, ready to help you build a future of financial freedom and success. ✒️

Let’s make your dreams a reality!

Coffee in hand and dreams on the table. Weekend grind mode: ON! Let’s Hustle! 💪
16/03/2025

Coffee in hand and dreams on the table.
Weekend grind mode: ON! Let’s Hustle! 💪

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