About

About Me

Anamika Madan has worked in the Financial Industry for over 14 years and prides herself on putting the client's best interest first. Being a CERTIFIED FINANCIAL PLANNER™, Anamika Madan must live up to fiduciary standards. She does this by listening, probing, and having a deep understanding of her client’s financial goals, needs, and desires. Often investors are not aware of certain aspects of financial planning that relate to their personal situation. Anamika Madan says it is her duty to have deep discussions and bring certain topics to the forefront in order to guide and provide the appropriate advice. She gains her client’s trust through her exceptional relationship-building skills, unbiased advice, and educational background in financial planning.

On a personal level, Anamika Madan is very active. She is a proud supporter of the Susan G. Koman foundation. Anamika Madan has participated in Spin for the Cure in Cincinnati, NYC Shape Women's Half Marathon, and multiple races with New York Road Runners. She has also participated in two Warrior Dashes in New York. She belongs to Orangetheory Fitness and has supported local causes throughout the years.

The fondest childhood memory Anamika Madan has is traveling to India and spending a few days walking with her family up to the top of the famous Hindu Temple, Vaishno Devi. She has traveled to many Caribbean Islands including Antigua, Barbados, Jamaica, Saint Kitts and Nevis, Saint Lucia, and Saint Martin. She also enjoyed a bike tour with her son in Saint Martin.

Portfolio

Anamika Madan Portfolio