About Aman Deep Bansal
My Story
Me CFP Aman Deep Bansal with over 20 years of professional experience in accounting and financial services. I focus on independent working women who carry financial responsibility, including those who are single, widowed, or divorced. They may manage significant financial responsibilities due to a spouse’s disability. My belief is simple: financial strength starts with clarity, structure, and resilience.
Over the years, I noticed a pattern. Women managing their finances without a spouse to consult, whether single, widowed, or supporting a husband unable to work, were often given the same generic advice as everyone else, even though their situation was different. I started focusing specifically on this group because I believe they deserve a process built around their reality, not a one-size-fits-all approach.
My work centers on clarity and structure first. Before recommending any product, I help you understand where you actually stand today through the Safety Score assessment, so decisions are made from a place of information, not pressure.
I hold the CFP certification and I’m registered with AMFI as a Mutual Fund Distributor ARN-345625 Valid Till: 29-Sep-2028 and as a PMS Distributor with APMI.
How I Can Help?
Understand where you stand
Through the Safety Score assessment, I help you see your income stability, insurance coverage, and savings clearly, before any product conversation happens.
Access PMS, when it fits
For clients where it’s appropriate, I also distribute Portfolio Management Services through my APMI registration, structured around your specific situation.
Select the right mutual funds
As an AMFI-registered Mutual Fund Distributor, I help you choose funds suited to your goals and risk comfort, and stay invested with a clear structure behind it.
Ready to Talk?
If you’d like to understand where you stand or ask a question directly, a short call is the easiest place to start.