Personal Information
Entreprise/Lieu de travail
New Delhi Area, India India
Profession
Fee-Only RIA, Adviser to Special Needs Dependents Family, Writer, Blogger, Freelance Consultant
Secteur d’activité
Finance / Banking / Insurance
Site Web
http://www.jsfadvisors.com
À propos
I am a SEBI Registered Investment Adviser and a Post Graduate in Management from IIT Roorkee. A Fee Only Financial Planner now, I have worked previously with various organization for eleven years focusing on advising clients on investment planning. I create detailed financial plan for my clients which includes drawing a road map by analyzing current financial situation, identifying the gaps in achieving the financial goals and providing appropriate solutions to bridge these gaps.Once the road map is drawn I take my clients through a periodic review process (Generally a Quarterly Review) which helps them in accommodating changes in their life cycle. The most important aspect of this proce...
Mots-clés
estate planning
financial planning
disability
special needs
financial planner
ria
financial services
sebi
Tout plus
Présentations
(1)Personal Information
Entreprise/Lieu de travail
New Delhi Area, India India
Profession
Fee-Only RIA, Adviser to Special Needs Dependents Family, Writer, Blogger, Freelance Consultant
Secteur d’activité
Finance / Banking / Insurance
Site Web
http://www.jsfadvisors.com
À propos
I am a SEBI Registered Investment Adviser and a Post Graduate in Management from IIT Roorkee. A Fee Only Financial Planner now, I have worked previously with various organization for eleven years focusing on advising clients on investment planning. I create detailed financial plan for my clients which includes drawing a road map by analyzing current financial situation, identifying the gaps in achieving the financial goals and providing appropriate solutions to bridge these gaps.Once the road map is drawn I take my clients through a periodic review process (Generally a Quarterly Review) which helps them in accommodating changes in their life cycle. The most important aspect of this proce...
Mots-clés
estate planning
financial planning
disability
special needs
financial planner
ria
financial services
sebi
Tout plus