Anuj Kesarwani is the founder of Zenith Finserve. Anuj has more than a decade of experience in the fields of Holistic Financial Planning, Comprehensive Wealth Management, Holistic Retirement Planning, Holistic Estate & Tax Planning.

He is qualified as an MBA, Chartered Trust and Estate Planner™ (CTEP™), Certified Alternative Investment Manager® (CAIM®), & Certified Financial PlannerCM (CFPCM). Anuj has contributed to some national Indian financial publications like the Business Standard, Economic Times, & Money Control.

Recognized for his client-centric approach, Anuj helps Indian families navigate through their lifetime financial journey & achieve financial freedom. He is a strong advocate of genuine, conflict-free solutions. He believes in building lifelong, win-win relationships with the clients. Anuj works with core principles of Ethics, Integrity, Transparency, & Trustworthiness.

Anuj regularly works on investor education & interest. Anuj co-started Informed Investor during the pandemic.The aim was providing useful information to investors to help them to make informed personal finance decisions. The series of webinars on different personal finance topics were very well received by the audience across India. As part of an education initiative Financial Education Week, 2020 by Equalifi, Anuj conducted a webinar as a Professional Speaker on Financial Planning for investors. This was attended & well received by the audience across India.

Anuj mentors young professionals keen to make a career in the industry. Anuj is a faculty to students pursuing Certified Financial Planner (CFP) course from IMS Proschool, an Authorised Education Provider of Financial Planning Standards Board (US based Global issuer of CFP Certification). Anuj has conducted various workshops on Financial Planning. Recently in Sep-2022, Anuj conducted a workshop on Financial Planning for one of India’s best- the Hindu College in association with IMS Proschool.