A career change to finance can happen even though it is a competitive field. Your knowledge gained by experience if a different career field and your skill set can have a significant impact on your ability to enter the financial sector.

Guidance by an experienced individual in the finance industry as your mentor can be the best approach to evaluating a new career path.

FTC Disclosure: This site contains affiliate links from which I may receive a small commission for purchases made through the links. Read more in the footer.

A graph of financial transactions



Bangalore, Karnataka, India



  • Hourly:  Phone / Skype/Zoom
  • $50/ Hour
  • On-Site: Half, Full or Multiple Days
  • N/A
Harneet Kaur - Mentor for career change to finance
Harneet Kaur - mentor
Harneet Kaur - mentor

[Click on images to enlarge]

Harneet Kaur has 8+ years of corporate experience in various business and financial domains like credit research, financial analysis, global reporting, internal/external audits, and project management. She holds a postgraduate degree in Finance from Xavier University and B.Com Honours degree from Delhi University.

She has been a financial advisor helping businesses/people manage their personal finances to maximize returns while mitigating risks. She is quick to suggest strategies to squeeze expenses and right investment channels to earn passive income.

Harneet has mentored students for the past 5 years, helping them bridge the gap between theory and practice in a pragmatic approach. She teaches them how to monetize their skill sets to fulfill their financial goals. She knows all about financial career options, she makes sure she suggests to you the career path based on your specific skill sets.

She believes that increasing financial literacy will help people take their first step toward financial freedom. To spread financial knowledge, she started writing financial blogs on personal finance, stock market, and other financial topics like financial analysis, debt covenants, accounting concepts etc.

Harneet is seasoned financial advisor with who aims to help people know that managing finances is easy, just needs a disciplined behaviour and willingness to earn financial rewards.

Sign up now by clicking on this button:


Hi - I’m Harneet and I want to help you as you consider a transition to a new role. You may have been thinking about a career move to the financial world and how you might fit in.

You may want to learn more about being a financial analyst, credit analyst, banking operation analyst, auditor, financial reporting analyst or explore other areas in the corporate financial world. If you are stuck in entry level job, but want to know how to move to managerial level job. If financial planning, personal finance and risk management are some of your interests. Great! Let’s talk to investigate your interests together.

As a mentor to students, I enjoy working with them to give them an understanding of the elements required in the financial arena. I help them generate passive income sources to fund their further studies or suggest ways to live a debt free life. We may cover that area also.

An evaluation of your skill sets with those required in various financial settings can go a long way to help identify a possible career path for you.

Some topics we can cover:

  1. Are you concerned about the recruitment process for someone going into a new field?
  2. Are you a student or recent graduate who wants to find your place in business, but are clueless on how to achieve it?
  3. Are you tired of your career path and want to explore new opportunities?
  4. Are you already in the financial world, but want to advance and expand your career?
  5. Are you unaware of skills or tools you should learn to excel in financial job?
  6. Is it time for a career change to finance?

I am here as a guide to help you in your journey to a stable, prestigious, and high-paying job within the financial industry!


Make the move to gain the insight you desire to fully evaluate the opportunities for in finance.

It is easy to do! Use the green button below to view the Reservation Form to select me as your mentor. This starts the process of scheduling your mentoring session. I will contact you soon by email to set up time for our discussion.

Looking forward to it,





The financial services industry works with individuals, businesses, and government sectors. You can find people in this field working throughout the world.

Some of the most visible areas are:

  • Investment Banking
  • Commercial and Retail Banking
  • Financial Management
  • Credit and Collection
  • Risk Management
  • Financial Reporting and Audit
  • Insurance
  • Venture Capital and Private Equity
  • Hedge Funds
  • Accounting
  • Tax Preparation
  • Software Development

Likely entry-level jobs for a career change to finance could be:

  • Financial Advisor
  • Tax Associate
  • Financial Analyst
  • Auditor
  • Credit Associate
  • Banking Associate
  • Accountant

Some other finance roles are:

  • Financial Planner
  • Public Accountant
  • Corporate Finance Roles
  • Investment Advisor

These are just some of the opportunities for individuals who want to make a career change to finance. Your next career could evolve as you learn more about the best way to make a career transition through a mentor who can guide you.


A pile of dollar bills represents money handled by a fanancial analyst


There is a great deal of thought that goes into evaluation of a career change. Some of the things you should consider are:

  1. Do my skill sets blend in, that is, fit with the demands of this career switch. You should be comfortable with and even enjoy accounting, finance, and economics.
  2. Take a good look at your interpersonal skills to see it they are compatible. It is a good idea to look at your work experience as you scour for similarities in skills needed.
  3. Are your technical skills sufficient to meet the demands of this arena? Excel and other software tools are a key part of the world of finance.
  4. Understand which of your skill sets in your current role are transferable and where you may have gaps. Consider where you may fill those gaps with a mentor, online courses, or study on your own.
  5. Talk with experienced individuals like our mentors to help provide insight and a better understanding of day-to-day issue, as well as unusual items you may come across. Your mentor could answer your questions and guide you in a direction for your new job.

This last point is one to examine again for your career change to finance. To move from your current job to a new career, you should do a great deal of research. An efficient way to do that is to talk with someone who has been there. Actually, those who have succeeded as finance professionals are the ones who can help you the most in your new role.

Talk to your mentor, Harneet in this case, to learn how people succeed in a finance career, which mistakes to miss, and how you personally can make the transition in this major career change.

Stacks of coins represent your exposure to the financial industry as an analyst


Take the next step to talk with your mentor. Click on the Reserve A Mentor button

Career Redo Logo
Cover page

Our Free Guide Gives You An Easy Way To Find Your Mentor And Begin Your Career Change

Don D'Armond

Don D'Armond is the creator of Career Redo.

His goal is to connect his visitors who want to learn more  about their desired new career fields with experienced individuals (Mentors) to transfer their insight and knowledge.