Mr.Vinay Makhija

An experienced entrepreneur, Practicing Financial Planner, Wealth Management Consultant, visiting faculty having passion for academics
and acquire knowledge​.
Professional Synopsis
● Career spanning around 21 years diversified in as an Manufacturing Entrepreneur, Insurance
and Mutual Fund Advisor, Financial Planner, Share Broking, Academics, and Wealth
Management Consultant.
● Currently running “Sanchay Investment Consultancy” financial planning and wealth
management firm and Visiting Faculty​in various institute of repute.
● Worked as Senior Content Developer & Faculty in BLB Institute of Financial Markets
(BIFM)​a leader in Financial Market Education.
● Insurance and Mutual Fund Advisor, Practicing Financial Planner.
Achievements
● Running Manufacturing Unit as an entrepreneur and handled all its aspects like banking,
purchase, sales, production, dealing with govt. dept. like sale tax, income tax and license
dept. etc.
● Managed academics for over 1000 students in Short Term Courses and 200 students in
full time regular courses.
● Helped in developing and launching different educational programs in areas like
Financial Planning, Wealth Management, Marketing of Financial Services, Stock
Markets etc.
● Senior Member of a team of Financial Planners to develop content for CFP
CM
Certification Program and Post Graduate program in Financial Planning and Wealth
Management.
● Prepare online Mock Tests for various educational programs.
Areas of Expertise
● Experience of working in multiple educational programs at multiple locations.
● Conduct training and classes for CFP Certification Program, BBA, Post­Graduate
Programme and NCFM Modules.
● Content Development
● Financial Planning, Preparation of Financial Plans and Investment Advice.
● Administration, dealing with banker, Govt. Authorities likes Income, Tax, and Sales Tax.
Work Experience
Company & Profile​:BLB Institute of Financial Markets (BIFM)
● Position : Faculty and Sr. Content Developer
● Duration : April 2008 to April 2009.
● Responsibility : Development of course materials and Faculty
The job at BLB involved​:
● Development of course materials for Post Graduate Course on Financial Planning and
Wealth Management​and Short term Financial Programs on Stock Markets​,
● Taking classes
● Developing question banks
● Solving on line queries of Distance Learning Students
● New Course Development and Content Delivery Administration.
● Reporting to General Manager (Academics).
After working with BLB Institute as a faculty and senior content developer, I have
Worked with various Institutes as a visiting faculty, for subjects of Financial Planning
including the Advanced Financial Planning. The list of Institutes where I worked as a
visiting faculty is here under
1. NJ Gurukul
2. New Era Institute Of Professional Studies (NIPS)
3. Indian Institute Of Financial Planning (IIFP)
4. BLB Institute of Financial Markets (BIFM)
5. International College Of Financial Planning (ICoFP)
6. iVentures Academy of Business & Finance (IABF)
7. Indiacan Education Pvt. Ltd.
8. American Academy financial Management
Qualifications
PROFESSIONAL:
● Certified​Financial Planner​CM​(CFPCM offered by Financial Standards Board of India.)
● Chartered Wealth Manger ( CWM) Trainer
● IRDA Examination and Training for Life and Non­Life Agency
● Passed Mutual Funds (Advisors) Module Examination of Association of Mutual Funds In India.
● Passed Derivatives Core Module & Capital Market Module Examination of NSE’s
Certification In Financial Markets (NCFM)
ACADEMIC:
▪ Graduation in Maths (Hons)​from Hansraj College​, Delhi University