About Me

Nipun Madan, CFA

I’m a dynamic professional with more than 14 years of experience in the areas of product development, sales, training, business development, portfolio management and team management.

After finishing a bachelor’s degree in engineering from Barkatullah University, Bhopal, I did an MBA from International Management Institute, New Delhi. I later shifted to finance and am a Charter Holder from CFA Institute USA. I am also Certified Financial Planner from FPSB India.

Currently, I am Chief Executive Officer of 3i Finserv LLP, a state of the art wealth management firm dealing in listed as well unlisted space and am also guest faculty at several institutes like NABARD. I also speak regularly at key financial events.

I was previously associated with Axis and UTI AMC in sales, product management and training.