Deepti Patel, a management graduate from Symbiosis Centre for Management & HRD, holds the Certified Financial Planner (CFP®) designation and has been working in the financial services industry for over 16 years. She employs an integrated, consultative approach to assist her clients in all areas of financial planning including investment, tax, insurance, retirement, & estate planning. Deepti Patel is one of the few Certified Financial Planners , CFPCM operating in the entire state of Jharkhand . Before starting Finacrest Wealth (erstwhile Invest Edge) , she worked in IDBI Bank Ltd & Centurion Bank of Punjab as Wealth manager in the HNI segment. Deepti Patel holds a Bachelor Degree from Delhi University, is a member of the Financial Planning Association, in India. She is licensed to give financial advice by FPSB in India.