Vision
To be a premier financial service-providing centre, assisting clients in achieving their long-term financial goals through personalised financial strategies, reliable advisory, and comprehensive financial planning.
Your Goal, Our Design
The Centre for Financial Consultancy and Planning turns classroom finance into hands-on advisory, financial literacy and digital tools for the CHRIST Pune Lavasa community.
The Centre for Financial Consultancy and Planning (CFCP) operates as an academic and professional wing under the School of Commerce, Finance, and Accountancy at CHRIST (Deemed to be University), Pune Lavasa Campus — “The Hub of Analytics”. Established to promote practical financial literacy and advisory services, CFCP serves as a bridge between academic knowledge and real-world financial management, providing opportunities for students to apply theoretical concepts in practical financial contexts.
The Centre caters to individuals who may find it challenging to navigate complex financial landscapes by providing guidance on personal financial planning, tax strategies, and investment decisions. At the same time, it serves as a practical learning laboratory for commerce and finance students, integrating community financial empowerment, student skill development, and professional advisory services.
“Your Goal, Our Design” — combining community financial empowerment, student skill enhancement, and advisory service delivery.
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StudentsBuilding practical finance skills alongside coursework, from budgeting tools to hands-on advisory practice.
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Staff & EmployeesUAN/EPF activation, retirement savings awareness, and workplace financial wellness drives.
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The Wider CommunityConsultancy services on tax filing, budgeting, investment and insurance planning for university stakeholders.
A Centre Built on Practical Learning
Every CFCP initiative serves as an extension of the classroom, providing students with opportunities to apply their academic knowledge in real-world settings. Student volunteers participate in KYC verification drives, contribute to the development and deployment of a personal finance app, and produce a quarterly financial newsletter. These initiatives transform classroom learning into hands-on consultancy experience, while strengthening students’ financial, analytical, technological, and professional skills.
Insights that travel beyond campus
From the daily “Money Minutes” series on LinkedIn to the “The Ledger” e-newsletter and the Wallet View mobile app, CFCP’s digital footprint carries financial literacy well past the Lavasa campus gates.
What We Stand For
Vision & Mission
Mission
To build financial literacy across student and non-student demographics through practical learning programmes, short-term certifications, and advisory interventions.
The CFCP Timeline
Academic Year-wise Activity Report
Nine signature initiatives have driven CFCP’s engagement over the past four academic years, encompassing campus-based financial literacy drives and awareness campaigns, a student-developed mobile application, a quarterly financial publication, a national award nomination, and a tax-filing advisory service. Together, these initiatives demonstrate CFCP’s commitment to experiential learning, financial empowerment, innovation, and community-oriented advisory services.
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01
Official Inaugural Ceremony & Awareness Campaign
16 December 2022 LaunchThe department formally inaugurated the Centre for Financial Consultancy and Planning with enthusiasm across the university campus. The launch included strategic events to introduce CFCP’s services to students and faculty members.
Outcome
- Successfully positioned CFCP as an active, functional advisory hub on campus.
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02
Financial Literacy Flash Mobs
14 & 15 December 2022 Awareness CampaignCFCP organised high-energy flash mobs in high-traffic campus locations to raise awareness regarding economic well-being, savings habits, and financial planning.
Outcome
- Engaged public interest and broke communication barriers around personal finance through creative performance art.
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03
Launch of Digital Footprint & Online Presence
Digital OutreachCFCP officially established its active social footprint to disseminate daily financial tips, economic concepts, and event updates to a broader online audience. Follow official updates on Instagram via @cfcp_official.
Outcome
- Expanded digital reach and enhanced student engagement beyond the classroom.
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04
Exclusive Mobile App
Mobile AppCFCP created and deployed a native mobile application, “Wallet View – Track, Split and Budget,” available on the Google Play Store.
App features
- Expense & income tracking — automatic categorisation of daily expenditure to evaluate spending patterns.
- Budgeting controls — configurable limit alerts across categories such as groceries, entertainment and transportation.
- Group expense splitter — dedicated feature for roommates and peers to manage shared utility bills, rent and groceries.
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05
University Employee UAN & EPF Activation Drive
12 & 13 January 2023 Community DriveBeneficiaries: 50+ teaching and non-teaching staff. CFCP student volunteers underwent specialised training to conduct a campus-wide Universal Account Number (UAN) and Employee Provident Fund (EPF) activation drive — completing KYC verification, resolving database name/number mismatches, and raising awareness about long-term retirement savings.
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06
Union Budget 2023–2024 Analysis Seminar & Colloquium
SeminarAn analytical session held following the presentation of the Union Budget 2023. Students and faculty reviewed policy changes, tax slab updates, economic allocations, and sectoral impacts.
Deliverable
- Publication of the “Key Highlights of Budget 2023–2024” strategic report.
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07
Launch of Quarterly E-Newsletter: “The Ledger”
April 2023 PublicationCFCP launched its official quarterly e-newsletter (Volume I, Issue I) to aggregate financial insights, infographics, student artwork, financial glossaries, and analytical articles — with recurring segments such as Glib Hub, a Financial Glossary (Chinese Wall, Securitisation, Syndicate), and Historical Trivia.
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08
“Money Minutes” Digital Financial Literacy Initiative
Since August 2024 Digital LiteracyShortlisted among the Top 12 programmes in Asia for the THE Awards Asia 2025 under the Teaching & Learning Strategy of the Year / Technology and Innovation category. Led by Prof. David Joseph, the initiative features a student-driven daily micro-learning campaign in which Financial Analytics students research peer-reviewed financial concepts on LinkedIn that are faculty-verified before being shared publicly. Topics include credit score optimisation, FinTech trends, investment strategies, tax planning, and personal budgeting.
Impact highlights (Aug 2024 – present)
- 400+ followers gained; 7–10% sustained engagement rate.
- 30+ students involved; positive responses from alumni and professionals.
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09
Income Tax Return (ITR) Advisory & Assistance Drive
FY 2025–26 · Due 31 July 2026 Advisory DriveTagline: “File Today, Stay Worry-Free Tomorrow!” · Faculty coordinators: Prof. Sukhbir Kaur, Dr. David Joseph. Structured consultancy and execution assistance for university employees, students, and external stakeholders filing Income Tax Returns before the 31 July deadline (AY 2026–27), alongside guidance via the official Income Tax e-Filing Portal.
From The Archive
Activities Gallery
Moments from the inaugural ceremony, flash mobs, the UAN/EPF drive and CFCP’s publications. Select any photograph to view it full size.
Summary Of Impact
Key Metrics (AY 2022 – AY 2026)
8Major campaigns executed
1Proprietary mobile app — Wallet View
1Official e-newsletter — The Ledger
50+Staff UAN/EPF accounts onboarded
400+Active digital engagement readers
2025THE Asia Awards nomination
Looking Ahead
Future Roadmap
The Centre for Financial Consultancy and Planning (CFCP) has evolved into a functional service centre at CHRIST University, Pune Lavasa Campus. By blending practical student engagement with community service drives — such as EPF activations, digital literacy campaigns, software creation, and tax advisory — the Centre fulfils its foundational promise.
“Your Goal, Our Design.”
What We Offer
Consultancy Services
Five core advisory verticals guide every consultation CFCP delivers — from everyday budgeting support to structured portfolio and risk advice.
01
Financial Management & Budgeting Assisting individuals in budgeting, tracking expenses, fund optimisation, and cash flow control.02
Income Tax Advisory & Compliance Providing guidance on tax planning, filing strategies, and tax-saving financial instruments.03
Investment Advisory Assisting clients in identifying growth opportunities aligned with risk profiles and financial horizons.04
Insurance & Risk Advisory Evaluating life, health, and asset insurance requirements for risk mitigation.05
Portfolio Management Advice Offering structured advice on asset allocation, diversification, and periodic rebalancing.Who To Reach
Faculty Coordinators
Dr. David Joseph
Project Lead & Faculty Coordinator
Prof. Sukhbir Kaur
Faculty Coordinator
Get In Touch
Contact
Centre for Financial Consultancy and Planning · Mail ID
cfcp.lavasa@christuniversity.inWrite to the Centre for consultancy appointments, ITR filing assistance, or partnership queries.
Follow & Explore
Quick Links
Instagram @cfcp_official — daily financial tips and event updates LinkedIn Centre for Financial Consultancy and Planning — home of “Money Minutes” Wallet View App Track, split and budget — download on the Google Play Store Income Tax e-Filing Portal Official government portal for regulatory updates and e-filing