He holds an MBA from the ICFAI School of Management, Bangalore and is a Certified Wealth Manager (CWM) and PFRDA-certified Retirement Advisor.
With over 16 years of experience in financial planning and wealth management, Puneet Arora is the driving force behind The Good Assets. His mission is simple to help individuals and families grow, protect, and manage their wealth with confidence and clarity.
Before starting The Good Assets, Puneet worked with ICICI Bank, HSBC, and Motilal Oswal for 8 years, advising high-net-worth clients on investments, tax planning, retirement strategies, and risk management. His experience spans both domestic and global markets, giving him a deep understanding of how to build strong and secure financial plans for his clients.
At The Good Assets, his goal is to make financial planning simple, effective, and stress-free, so you can focus on what truly matters your dreams, your family, and your future.
