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Jyothi Iyengar
Vice President - Financial Coach at My Financial Advisor
Jyothi Iyengar is currently the Vice President and Financial Coach at My Financial Advisor (MFA), where she leverages over 33 years of experience in the financial services industry. Based in Mumbai, India, she specializes in wealth management and financial planning, working closely with clients to align their financial strategies with their personal goals.13
Education and Background
Jyothi holds a Post Graduate Diploma in Management with a specialization in Finance from the S.P. Jain Institute of Management & Research, a prestigious institution known for its rigorous management programs. Additionally, she has a Bachelor's degree in Accounting and Business/Management from the University of Mumbai.4
Professional Experience
At MFA, Jyothi is part of a team that combines extensive experience and expertise to provide comprehensive financial coaching. Her role involves assessing clients' current financial situations and developing tailored strategies to help them achieve their future financial objectives.13 She is recognized for her commitment to client service and her ability to navigate complex financial landscapes.
Online Presence
Her professional profile can be found on LinkedIn under the username jyothiiyengar, where she has established a network of over 500 connections, reflecting her active engagement in the financial community.2