Search under Financial Planning

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  • Advisors14 result(s)

Deepak Rameshan

Financial Trainer , Navi Mumbai,India

Age: 44 Qualification: CFP, Dip TD, MMS Experience : 14 Years

Designation : at Sushil Finance,

Licenses: Certified Financial Planner

About
Deepak Rameshan has been working in the financial services domain for close to 13 years and has been actively engaged in Training & Content Development during this period. As a Personal Finance Enthusiast and an avid researcher of the subject, Deepak has delivered several Investor Awareness Workshops over the years covering areas such as Risk Planning & Insurance, Retirement & Goal planning, Tax Planning and a few other specialized areas. He also takes keen interest in writing.

Services Offered
Life Term Insurance, Health Insurance, Goal Planning, Goal Planning, Tax Planning More

Gayatri Jagdale

Registered Investment Advisor (RIA) , Pune,India

Age: 40 Qualification: MBA finance Experience : 16 Years

About
I am a SEBI RIA, Fee-Only Financial Planner, Blogger and NRI investment consultant @ www.fund-matters.com

Services Offered
Long Term Investment, Life Term Insurance, Health Insurance, Complete Financial Planning, Investment Planning More

Arsh Khanna

Registered Investment Advisor (RIA) , West Delhi,India

Age: 26 Qualification: CFA, CFP, MBA-Finance Experience : 5 Years

About
I have a clear, logical mind with a practical approach to problem-solving and a drive to see things through to completion. I have more than 5 years of experience in managing clients and designing client’s portfolio across multiple asset classes with research backed models. I am eager to learn, I enjoy overcoming challenges, and I have a genuine interest in financial management.

Services Offered
Stock Review, Long Term Investment, IPO, Life Term Insurance, Health Insurance More

Neha Parmar

Mutual Fund Distributor , Pune,India

Age: 31 Qualification: MBA in marketing Experience : 4 Years

Designation : Financial Advisor at Perpetual Wealth Management ,

About
I’m an investment advisor, I help individuals focus on their goals, write targeted business plans and create a successful prospecting plan. I work on set goals and intentions of individuals strength and confidence. Creating branded practice to attract affluent individuals opening doors to new possibilities.

Services Offered
Stock Review, Long Term Investment, IPO, Life Term Insurance, Health Insurance More

Dishit Parekh

Chartered Accountant , Ahmedabad,India

Age: 31 Qualification: CA, CFP Experience : 6 Years

Designation : Founder at Foresight Financial Advisory,

About
Numbers and Financial Planning have always fascinated him. Balance Sheet and Profit & Loss accounts then, People and their Dreams now! As a financial professional, his passion is helping people make smart decisions about their money. He created Foresight Financial Advisory to provide comprehensive and unbiased financial advice for individuals and their families. He loves what he does because he knows it helps his clients have happier relationships and more fulfilling lives.

Services Offered
Long Term Investment, Life Term Insurance, Health Insurance, Money Back Insurance, Motor Insurance More

Rikita Shah

Registered Investment Advisor (RIA) , Pune,India

Age: 30 Qualification: MBA Experience : 6 Years

Licenses: Investment Adviser (Level 1) - NISM-Series-X-A, Investment Adviser (Level 2) - NISM Series-X-B

About
I am an| Author | Founder, Vibgyor Financial Consultancy | Financial Advisor & Planner | Ex – HDFC,I help individuals to gain right knowledge needed to manage their money and guide them to achieve the financial corpus needed to fulfill their life goals. How to earn money is something that we have been learning since a long time, but how to keep and manage that money is what we fail to learn.So I help all individuals who feel that there is an imbalance between earning and managing their money.

Services Offered
Complete Financial Planning, Succession Planning, Investment Planning, Portfolio Review, Start an SIP More

Age: 29 Qualification: CERTIFIED FINANCIAL PLANNER, B.COM, LL.B, LL.M Experience : 8 Years

Licenses: Certified Financial Planner

About
Hey, I am Mr. Anandraj Mahor. Certified Financial Planner, Lawyer & Investment Expert. I Help People to Manage and Grow their money with our growth model of Personal Financial Planning. I have served in the industry for 8 years and also possess experience in various fields like Real Estate, Legal, and Financial Services. I have helped Top Professionals and Business Tycoons to manage their funds and grow their wealth.

Services Offered
Life Term Insurance, Health Insurance, Complete Financial Planning, Succession Planning, Investment Planning More

omkar kirkire

Registered Investment Advisor (RIA) , lanja,India

Age: 37 Qualification: MSc. (mathematics) , Dip Aeronautical eng, DHSC Experience : 15 Years

Designation : VC at Bitmaster,

About
I have been in Financial Services form last 15 years . Started portfolio management with Equity & cammodity. From 2013 portfolio management in Cryptocurrency with full transparency. Approximately promise of returns 65% to 95% annually. advisory and consulting across various products such as Equity, Commodity, Forex. Have experience handled huge number of Clients.

Services Offered
Stock Review, Short Term Stock Trading, Long Term Investment, IPO, Complete Financial Planning More

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