About Us

iPlan Education Providing Financial Education Since 2010. Evolving analyst and trader in you.

iPlan Education is a team of investment 20+ working professionals from diversified experience in investment, accounting, finance and risk management. Have an average work-ex of 8+ years in the industry. We have trained over 12000+ students from 25+ states, 30+ countries and 100+ MNCs. Over 250,000+ students and trainees are following us on social medial.

10 Years of Excellence

Here are few achievement in last 10 years.

India’s first institute to provide complete self-trading program in 2010
First Institute to provide complete commodity self-trading program
First Institute to provide complete currency derivative trading training in Feb-2011.
Trained over 12000+ Students face to face from 25+ states in India
200,000+ students learning regularly online on our app and social platform
Trained in 30+ top B-schools in India
Awarded 8 times by six organizations in last 10 years.
First Institute to provide live online class for stock market since 2010 from Delhi
Highest placement of 12 L and Average of 4 L
Over 80% students placed in various profiles.
Our past students running 20+ advisory services and 4 Institutes.
GARP, USA Auth. Exam prep provider

Our Team

We are a team of working professionals with average work-ex of 8+ years in the field of finance and risk management. Together, we have delivered over 96,000 hours of training since 2010.

Pravin Khetan

Founder – iPlan Education

Pravin is a brilliant analyst and an entrepreneur with unending energy for educating students. His contribution to financial education in past 10 years is well documented on various blogs, publications and youtube.
He has trained over 9,000 students face to face from 100+ MNCs, 25 states and 20+ countries. His students now holds prominent positions in various MNCs and institutions.
Over 250,000 people are following him on social media. He is also author of four books on financial markets and trading.

Manav Kapoor

Late. Manav Kapoor

B.Tech IIT-Delhi, FRM

We lost Manav in Covid-19. Still we are keeping this space reserve for him.
Manav is a certified Financial Risk Manager from GARP with 7 years experience in Credit and Market Risk. He works with Moody’s Analytics as a Regulatory Product Manager handling the APAC region. He is now working on Basel 4 and the Interest Rate Risk in the Banking Books.
He is loved for his training style and approaches in problem solving.

Shiv Mehta

Shiv Mehta

CFA® Chartered, FRM, CFP, CMA1

Shiv has been conducting training in the finance domain over the past 8 years on programs such as CFA, CMA, FRM, Financial Modelling, Valuation, and Equity Research. A CFA charterholder, Shiv has eight years of experience working across diverse finance verticals such as Private Equity, Investment Banking, Credit Research and Equity Research. He has facilitated corporate finance deals and fundraising worth more than $1 billion and worked in equity research at Deutsche Bank.

Anant Mussadi


Anant has over 10+ years of experience in core finance, mergers, business strategy planning and financial management. He has prover record in multiple industries across Asia pacific and EU.
He is associated with iPlan Education in training for over 7 years.

Manu Mishra


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Rohit Agarwal

Rohit Aggrawal

MBA – IIM Calcutta, FRM®, CFA LII

Rohit is an MBA from IIM Calcutta with a major in Finance. Also, Certified FRM® and CFA Level 2. He is currently working with the Piramal Capital as a Manager in the Risk Management Department, primarily focussed on valuations of RE projects, portfolio analysis, credit and risk analysis. Have great experience in financial modelling, deal structuring, equity research, valuations and financial analysis.

Kunal Satija

Kunal Satija

B.Tech IIT-Delhi, CFA II, CQF

Kunal is a graduate of IIT Delhi and has over 10 years of experience spanning across entrepreneurship and algorithmic trading in global Investment Banks. He holds the Certificate in Quantitative Finance (CQF), has cleared CFA Level 2 and FRM part 2 and often trades in the Indian markets using hybrid strategies which involve fundamental and quantitative analysis. He has keen interest in the application of artificial intelligence in trading.

Shivam Sharma

Shivam Sharma

Technical Analyst

Shivam Shama is a financial market savvy offering a unique global and Indian prospective in today changing market, Being a professional full time trader gives him an extra edge as a financial market trainer .He has a composed head combined with great trading skills which he has developed over a period of time. He believes that money is a price which only can be earned by discipline approach in trading .He is someone who delivers great joy in sharing his knowledge and would enthusiastically share whatever new things he discovered.

Anurag Mishra

B.Tech, MBA, CFA®, FRM®

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Sunil Rathi

MCA, Technical Analyst

Started trading in commodities in 2004. With 16+ years of experience in Indian Financial Markets, he is involved in intra-day as well as short term trading using his expert knowledge of technical analysis. He has expertise in Ratio Trading, Elliot Waves and Price Action Trading. He has been applying fundamental analysis for long term stock picking with Benjamin Graham’s value investing formula. He has developed trading systems using various indicators and oscillators that helped to fetch profit from both trading as well as ranging market conditions. Involved in research report writing for brooking firms. Keen interest in blogging about Indian Financial Market.

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