Poonam Bhagat (FinTech Poonam) – Finance Mentor in India & FinTech Career Mentor
FinTech Professional · Hindi Finance Content Creator · Finance YouTuber in India
Poonam Bhagat, known online as FinTech Poonam, is a finance mentor in India and Hindi finance content creator based in Pune. With 9+ years in FinTech and financial services, she offers 1:1 career mentoring on FinTech, banking and digital payments careers through Career Mentors Today, with sessions from ₹199.
Whether you're a commerce student, a fresher, a working professional planning a switch into FinTech, or an aspiring finance creator, Poonam helps you understand the industry and choose your next step with confidence.
Poonam Bhagat
FinTech Poonam · Pune, India
- 9+ years in FinTech & financial services
- MD & COO, Petronagics Consultancy Services
- Founder, FinTech Poonam education brand
- Hindi finance educator & YouTuber
- 1:1 sessions from ₹199
Key Takeaways
- Who: Poonam Bhagat (FinTech Poonam), a finance mentor in India based in Pune.
- Experience: 9+ years in FinTech and financial services; MD & COO, Petronagics Consultancy Services.
- Known for: Hindi finance education on YouTube and Instagram as a finance YouTuber in India.
- Helps with: FinTech, banking and digital payments careers, skill roadmaps and finance content creation.
- For brands: education-first finance influencer collaborations: sponsored videos, reviews and awareness campaigns.
- Sessions: ₹199, ₹499 and ₹999, online by video or audio. Educational only, not investment advice.
Poonam Bhagat at a Glance
| Role | Finance Mentor in India; FinTech Career Mentor at Career Mentors Today |
|---|---|
| Current position | Managing Director & COO, Petronagics Consultancy Services |
| Experience | 9+ years in FinTech and financial services |
| Brand | FinTech Poonam: Hindi finance content creator on YouTube and Instagram |
| Education | Master's in Accounting & Finance, Symbiosis Centre for Distance Learning; B.Com, University of Delhi |
| Audience | 25.6K+ YouTube subscribers, about 98% Hindi-speaking (media kit, Aug 2026) |
| Collaborations | Banks, NBFCs, mutual funds, insurers, FinTechs and finance apps (details) |
| Location | Pune, India · sessions online across India |
| Sessions | ₹199 (15 min) · ₹499 (30 min) · ₹999 (45 min) |
About Poonam Bhagat, Finance Mentor in India
Finance made easier to understand, combining FinTech industry experience, financial literacy education, digital finance awareness and career guidance.
Professional Profile
Poonam Bhagat is a Pune-based Hindi personal finance educator, content creator and business leader, known online as FinTech Poonam. Her content aims to make financial concepts easier to understand for everyday Indians.
She is Managing Director and COO at Petronagics Consultancy Services, with over nine years of experience across the FinTech and financial-services ecosystem. That industry view is what makes her a practical finance mentor in India for anyone exploring FinTech and banking careers.
- Founder of the FinTech Poonam education brand
- FinTech and financial-services industry awareness
- Hindi finance education for Indian audiences
- Career exploration and professional development
Education & Qualifications
- Master's: Accounting and Finance, Symbiosis Centre for Distance Learning (2014–2018)
- Bachelor's: Bachelor of Commerce (B.Com), University of Delhi
Who Poonam Helps
- Commerce and finance students exploring careers
- Freshers targeting FinTech, banking or payments roles
- Professionals switching into FinTech
- Aspiring Hindi finance content creators
Why Choose a Finance Mentor in India?
FinTech is one of India's fastest-changing industries. New payment methods, digital lending and online financial services create opportunities, but also confusion about which roles exist and which skills matter.
Clarity on Real Roles
Understand the actual job families in FinTech and banking, and which one fits your background.
Industry Insight
Learn from someone working in FinTech and financial services, not just theory from a textbook.
A Practical Roadmap
Leave with skills to build, learning priorities and clear next steps for your goal.
Areas of Expertise
Topics Poonam covers in her finance education content and career mentoring sessions.
FinTech Careers
The FinTech ecosystem, job families, role expectations and career pathways in India.
Banking & Financial Services
Banking fundamentals, financial products, service operations and industry opportunities.
Digital Payments & Lending
How digital payments, lending platforms and financial technology services work.
Money & Financial Literacy
Educational content on mutual funds, SIPs, loans, credit scores, insurance and taxation.
Skills & Learning Roadmaps
Relevant skills, learning priorities and practical next steps for your career goals.
Finance Content & Communication
Finance education content, topic planning and responsible financial communication.
5 Best Tips to Start a Career in FinTech in India
Practical advice from FinTech Poonam for students, freshers and career switchers.
Build Strong Finance Basics
Understand banking, credit, interest, insurance and investments. These fundamentals sit behind every FinTech product.
Learn the FinTech Ecosystem
Know the main segments: digital payments, lending, insurance technology and wealth platforms, and how they serve customers.
Add Digital & Data Skills
Excel, basic data analysis and comfort with digital tools make finance profiles stand out in FinTech hiring.
Understand Regulation Basics
Learn the basics of KYC, customer protection and the role of regulators such as the RBI, NPCI and SEBI.
Show Proof & Build Your Network
Create a strong LinkedIn profile, share what you learn, take on small projects and talk to people already working in FinTech.
FinTech & Banking Career Paths in India
Common entry and growth roles, the skills they need, and how a session with a finance mentor in India helps.
| Role | Key skills to build | How Poonam can help |
|---|---|---|
| Payments Operations Analyst | Payment flows, reconciliation, attention to detail | Explain how digital payments work end to end |
| Credit / Lending Analyst | Credit basics, risk thinking, Excel | Clarify lending careers and skill priorities |
| KYC & Compliance Analyst | KYC processes, documentation, regulatory awareness | Introduce compliance roles and how to prepare |
| FinTech Business / Product Analyst | Customer understanding, data, problem-solving | Map your background to product-side roles |
| Banking Relationship / Sales Roles | Financial products, communication, customer service | Explain banking career paths and growth |
| Finance Content Creator / Educator | Simple explanations, research, responsible communication | Guide topic planning and responsible content |
Not sure which role fits you? Book a ₹499 Career Clarity Session.
Learn from a Finance YouTuber in India
Want to explain money in simple Hindi or English for Indian audiences? As FinTech Poonam, Poonam creates finance education content on YouTube and Instagram, and can guide you on building trustworthy finance content.
- Choosing finance topics your audience actually searches for
- Explaining complex ideas simply, in Hindi or English
- Staying educational: no unregistered buy or sell advice
- Using official sources and clear disclaimers
Responsible Finance Content in India
Finance creators in India should educate rather than recommend specific investments unless they are registered with SEBI. Poonam's approach focuses on financial literacy, clear explanations and audience trust, which also builds a stronger, longer-lasting channel.
Learn more on SEBI's investor education portal.
Book a Session with a Finance Mentor in India
Choose a 1:1 session with Poonam. Click "Book This" to add it to the booking form below.
How Booking Works
Send Your Request
Pick a session, share your career goal and your preferred date and time.
Confirm & Pay
Our team confirms availability and shares a secure payment link on WhatsApp or email.
Meet Poonam
Join your session and leave with clear direction and next steps.
Tell Us Where You Want To Go Next
Share your career goal and the challenge you want to work through. We'll confirm your slot and send payment details.
- Students and recent graduates
- Working professionals and career changers
- People exploring FinTech and banking careers
Please don't share passwords, bank or card details, or ID documents in this form.
Brand Collaborations with a Finance YouTuber in India
Reach a Hindi-speaking audience that wants to understand money better. FinTech Poonam partners with finance brands on honest, education-first content, a fit for brands looking for a trusted finance influencer in India.
Who FinTech Poonam Works With
- Banks and NBFCs
- Mutual fund companies and brokers
- Insurance companies
- FinTech startups and finance apps
- Credit card issuers and lending platforms
Collaborations are accepted subject to category and audience fit.
Collaboration Formats
- Sponsored finance videos: dedicated video, in-video integration or a series
- Honest product reviews: finance apps, cards and loan products
- Awareness campaigns: financial literacy and scheme awareness drives
- Brand ambassador partnerships: for multi-campaign plans
Send a Brief
Share your brand, product, campaign goal and timeline.
Fit Check & Script Approval
Scope, timeline and script are agreed and shared for review before filming.
Publish & Report
Content goes live with clear sponsorship disclosure, followed by agreed performance reporting.
Learn Finance in Hindi with FinTech Poonam
Free, simple finance and FinTech education in Hindi from a finance YouTuber in India: loans, SIPs, tax, credit scores, UPI and more. Subscribe, follow and connect, or book a 1:1 session.
Audience figures as stated in the FinTech Poonam media kit (Aug 2026).
FAQs: Finance Mentor in India – Poonam Bhagat
Who is Poonam Bhagat (FinTech Poonam)?
Poonam Bhagat, known online as FinTech Poonam, is a finance mentor in India, a Hindi finance content creator and a FinTech professional based in Pune. She has 9+ years of experience in FinTech and financial services, is MD & COO of Petronagics Consultancy Services, and mentors students and professionals on FinTech and banking careers at Career Mentors Today.
Who is a good finance mentor in India for FinTech careers?
Look for a mentor with real industry experience who explains things simply and gives practical next steps. Poonam Bhagat is a finance mentor in India with 9+ years in FinTech and financial services, offering 1:1 FinTech, banking and digital payments career sessions from ₹199 through Career Mentors Today.
Is Poonam Bhagat a finance YouTuber in India?
Yes. Poonam creates Hindi finance education content as FinTech Poonam on YouTube and Instagram, explaining topics such as digital payments, loans, credit scores, SIPs, insurance and FinTech in simple language for everyday Indians.
How do I start a career in FinTech in India?
Build strong finance basics, understand the FinTech ecosystem (payments, lending, insurance and wealth platforms), learn digital and data skills, understand basic regulation such as KYC, and show your interest through projects and a strong LinkedIn profile. A finance mentor can help you pick the right role and learning order.
Can a B.Com graduate get a job in FinTech?
Yes. Commerce graduates often start in roles such as operations, credit, KYC and compliance, customer success or business analysis in FinTech and banking. Adding digital, Excel and data skills makes the profile stronger.
What does a session with Poonam Bhagat cost?
Sessions start at ₹199 for a 15-minute Quick Career Question. A 30-minute Career Clarity Session costs ₹499 and a 45-minute FinTech Career Deep-Dive costs ₹999.
Can Poonam help me become a finance content creator?
Yes. As a Hindi finance content creator, Poonam can guide you on finance topic planning, simple communication and responsible finance content, including staying educational rather than giving buy or sell recommendations.
Are sessions online or in Hindi?
Sessions are held online by video or audio. Poonam creates Hindi finance education content, so you can discuss your session language when your booking is confirmed.
Does Poonam give investment or stock tips?
No. Sessions are career mentoring and financial education only. They are not personalised investment, tax or legal advice, and nothing discussed is a recommendation to buy or sell any financial product.
How do I book a session with Poonam Bhagat?
Choose a session on this page, fill in the booking form with your goal and preferred time, and our team will confirm your slot and share a secure payment link on WhatsApp or email.
How can brands collaborate with FinTech Poonam?
Banks, NBFCs, mutual fund companies, insurers, FinTech startups and finance apps can collaborate with FinTech Poonam through sponsored finance videos, honest product reviews, awareness campaigns and longer brand ambassador partnerships, subject to category and audience fit. Send a collaboration brief on the Work with FinTech Poonam page or email business@thelowinterest.com.
How big is the FinTech Poonam audience?
As stated in her media kit (August 2026), FinTech Poonam's YouTube channel has 25.6K+ subscribers, with an audience that is about 98% Hindi-speaking and mainly interested in loans, SIPs and tax.
Explore Career Mentors Today
Official Finance Resources
Book Your Finance Mentor in India: Poonam Bhagat
Get clear, practical FinTech and banking career guidance from FinTech Poonam. Sessions start at just ₹199.