A Few Words
About Me
Pooja Katyal
Your Trusted Financial Advisor
About Pooja Katyal
With over two decades of experience in Medical Insurance, Life insurance, Keyman insurance, Group Insurances, Mutual funds through Systematic Investment Plans(SIP), Lump Sum, Pooja Katyal is a dedicated financial consultant who believes in empowering individuals with financial literacy and security.
Educational Background & Early Career
Pooja Katyal completed her graduation in commerce from Delhi University, equipping her with a strong foundation in finance and business. She began her professional journey with APTECH Computers, where she developed analytical and problem-solving skills.
Journey into the Financial Sector
Her career took a significant turn when she joined Max New York Life Insurance, where she was introduced to the world of life insurance . Witnessing the financial struggles of families after the loss of a primary earning member, she realized the urgent need for financial planning awareness.
Recognizing the power of wealth creation through disciplined savings and insurance, she dedicated herself to spreading financial knowledge and helping individuals secure their future.
Professional Growth & Achievements
Pooja continued her journey with HDFC Life Insurance, where she earned awards, and accolades for her expertise in insurance and investment solutions. With each milestone, her passion for financial consulting deepened, allowing her to guide clients in building wealth, securing their families, and planning for a stable future.
Current Role as a Financial Consultant
Today, Pooja Katyal works as a freelance financial consultant, providing personalized investment, insurance, and wealth management solutions. She is committed to educating people about financial security and ensuring that every individual understands the importance of savings, investments, and risk management.
Her mission is clear: to give back to society by raising awareness and spreading financial knowledge, helping individuals and families make informed financial decisions for a secure tomorrow.
Let’s plan your financial future together!
Mission
Pooja Katyal’s mission is to educate, guide, and empower individuals and families to make informed financial decisions that ensure long-term security and wealth creation. Having witnessed the struggles faced by families due to a lack of financial planning, she is committed to bridging the gap by providing practical, easy-to-understand, and effective financial solutions.
Through her expertise in Medical ,sInsurance, Life Insurance, Businesss
insurance, SIP( mutual funds), and tax-efficient investments, she aims to:
- Promote financial literacy by simplifying investment concepts.
- Encourage early savings for long-term wealth building.
- Protect families through adequate insurance coverage.
- Help individuals plan for their retirement, children’s education, and future goals.
- Offer unbiased, personalized financial consulting that aligns with clients’ unique needs.
Her approach is not just about selling financial products but about creating a culture of smart financial habits that lead to financial independence and security.
Vision
Pooja envisions a society where every individual, regardless of income level, understands the importance of financial planning and takes proactive steps toward wealth creation and protection.
- Raising Awareness – She strives to make financial planning accessible and easy to understand for young professionals, families, and business owners.
- Encouraging Early Action – The key to financial security lies in starting early. Pooja believes in instilling saving and investment habits in young earners to maximize the benefits of compounding and long-term growth.
- Creating a Safety Net for Families – Her vision is to ensure that no family suffers financially due to unforeseen circumstances. By promoting the right insurance and investment strategies, she helps people build a financial cushion for emergencies.
Building a Community of Financially Empowered Individuals – She aims to create a network where individuals can share financial knowledge, experiences, and insights, fostering a collective movement toward better financial well-being.
“Financial freedom is not just about earning more; it’s about making smarter financial choices.” – Pooja Katyal