AWARDS AND CERTIFICATIONS

Page Title

Home / AWARDS AND CERTIFICATIONS

Vertical A: Financial Planning & Wealth Management

No. Award / Certificate Title Given By Purpose Year
1. Certificate of Participation (Annexure attached) Principal Mutual Fund Being a Panelist among the experts. 2016
2. Certificate of Appreciation- Financial Well Being Camp Network FP - Association for Financial Planners Network of India and endorsed by Bombay stock Exchange (BSE) and National Institute of Securities Markets (NISM) Conducting 4 financial camps and addressing 117 investors. 2015
3. Chartered Financial Goal Planners Certification Birla Sunlife Mutual Fund & American Academy of Financial Management India Education Initiative 2015
4. Valued Contribution Award ICICI Prudential Mutual Fund Business Contribution 2015
5. Certificate of Appreciation- Financial Literacy The Bombay ‘C’ Ward Medical Association Talk on Financial Literacy 2014
6. Appreciation Certificate- Outstanding Contribution HDFC Mutual Fund Outstanding Contribution 2012
7. IFA Awards, 2009 -Consistent Performer Motilal Oswal Asset Management Company Being a Consistent Advisor in Business 2009
8. Prudential ICICI Chairman Award, 2006 in the Bronze category ICICI Prudential Asset Management Outstanding Sales Performance 2006
9. Life Honors Achievers’ Club TATA AIG Life Insurance Company Ltd. Outstanding Sales Contribution 2006

Tejal Gandhi was recipient of 2015 Ken Gillespie Legacy Fund Scholarship all over the world.

  • It is a prestigious program run by Money Quotient, USA given to deserving candidates to enhance Professional Growth in Life Planning Process for Financial Planners. It supports Financial Planning Professionals, Students and Educators in accessing the same tools and training.

Rotary & Others

  • Has been a Team Leader to take the team as a part of Study Group Exchange to Switzerland.
  • Have been a District Official from past many years.
  • Has received various awards at the club level for President’s Aid Award in the year 2015 – 2016.
  • Have been the youngest and only Lady President in the year 1998 – 1999.