Harshal Kothari
International Certified Financial Coach and Trainer
My Journey
I am an Internationally Certified Financial Coach and BFSI Trainer, Co-founder of Financial Clinik and Financial Clinik Academy.
My journey began as a financial advisor, and over the years, I have grown into a financial expert, now guiding thousands of professionals in the Banking, Financial Services, and Insurance (BFSI) industry.
As a trainer, I aim to inspire and empower, especially Indian woman to achieve them their own success in the financial world. I host "Let's Talk Money" Hindi Podcast, available on platform like Spotify, where I simplify complex financial concepts and provide practical management tips. I also launched India's first mentorship program insurance advisors to help them achieve excellence and top industry recognition .
My Credentials
MBA, B.com, MDP - IIM, FLMI( LOMA), Business and Personal Risk Management, AIII, Portfolio Management Service - NISM, Insurance & Wealth Management, CFGP - American Academy of Financial Management India
My Mission
I empower Individuals and Businesses through financial literacy and equip financial professionals with specialized training, helping them make informed decisions and excel in their careers.
My mission is to help individuals and businesses manage financial risks and build wealth. I collaborate with financial experts and and institutions to promote financial well-being.
My Experience
I have 23+ years of experience helping people achieve their financial & life goals. I have guided individuals in managing funds worth 130 crores and am an Internationally certified FLMI trainer. With a strong corporate background, I have worked with leading groups like ICICI, Tata, and Bajaj and have trained over 60000+ professionals in Banking and Financial Services Industry (BFSI).
Areas Of Expertise
1. Trainer & Coach
Helping individuals and professionals enhance their financial knowledge, develop key skills, and achieve career growth through structured training and mentorship.
4. Stock & Mutual Fund Portfolio Review
Analyzing and optimizing investment portfolios to maximize returns, minimize risks, and align with financial goals.
2. Comprehensive Financial Planning
Assisting individuals and businesses in creating well-structured financial plans that ensure financial stability, wealth creation, and goal-based investments.
5. Corporate Training
Designing and delivering customized training programs to enhance financial literacy, sales strategies, and leadership skills in corporate environments.
7. Sales, Soft Skills &
Leadership Training
Empowering individuals and teams with essential sales techniques, effective communication skills, and leadership qualities to excel in their careers.
3. Finserv Training & Workshops
Conducting industry-specific training sessions and practical workshops to help financial professionals stay updated with market trends and regulations.
6. Corporate Risk Planning
through Insurance
Providing businesses with tailored insurance solutions to protect against financial risks and ensure long-term stability.
8. BFSI Career Guidance
Offering expert advice and mentorship to aspiring professionals looking to build and excel in careers within the Banking, Financial Services, and Insurance (BFSI) sector.
Connect with Me
Testimonials
Rohan Dixit
"Harshal provides very good guidance and her explanation regarding investment and Financial planning is also great."
Ankush R
"Harshal takes care of my portfolio very well and she also reviews them accordingly and guides me towards my wealth creation."
Rohini Kumar
"Harshal has been one of the best educators in finance, she is smiling and ready to help. More power & success to her and team"
Amruta N
"Thanks a lot Harshal for the wonderful session..it was a great learning and you were superb."
Shubhangi S
"Harshal...Great job, Great speaker, Great personally, Gods Gift you have, Thanks for this wonderful session."
