Personal Information
Entreprise/Lieu de travail
Mumbai Area, India, MAHARASHTRA India
Profession
Certified Financial Planner
Secteur d’activité
Finance / Banking / Insurance
Site Web
www.bhaktirasal.co.in
À propos
Responsible for HOLISTIC FINANCIAL PLANNING .
____________________________________________
Advising clients for their FINANCIAL GOALS and creating
Blueprint for all financial goal pathways.
Developing Goal Achievement Program (focus plans) for goals
Child Education/Marriage Planning
Retirement Planning
Higher Education Planning
Periodic Financial Plan Review
Understanding performance of current investments and need and then suggest them best options for best performance as per their need
Mutual Fund Distribution/advise
Life Insurance Distribution/recruitment/mentoring leaders
Passionate Professional with MISSION -" GOAL BASED FINANCIAL PLANNING."
Proud Member of FPA (International M...
Mots-clés
life insurance
financial planning need .
human life calculation.
accident insurance
bhakti rasal
Tout plus
Présentations
(1)Documents
(7)J’aime
(4)Do it anyway
Mohamed Fathy
•
il y a 11 ans
Need of financial planning .
BHAKTI RASAL, CFP®
•
il y a 10 ans
Family financial plan
Yashallay Trainers and Consultants LLP
•
il y a 11 ans
RETIREMENT PLANNING
BHAKTI RASAL, CFP®
•
il y a 12 ans
Personal Information
Entreprise/Lieu de travail
Mumbai Area, India, MAHARASHTRA India
Profession
Certified Financial Planner
Secteur d’activité
Finance / Banking / Insurance
Site Web
www.bhaktirasal.co.in
À propos
Responsible for HOLISTIC FINANCIAL PLANNING .
____________________________________________
Advising clients for their FINANCIAL GOALS and creating
Blueprint for all financial goal pathways.
Developing Goal Achievement Program (focus plans) for goals
Child Education/Marriage Planning
Retirement Planning
Higher Education Planning
Periodic Financial Plan Review
Understanding performance of current investments and need and then suggest them best options for best performance as per their need
Mutual Fund Distribution/advise
Life Insurance Distribution/recruitment/mentoring leaders
Passionate Professional with MISSION -" GOAL BASED FINANCIAL PLANNING."
Proud Member of FPA (International M...
Mots-clés
life insurance
financial planning need .
human life calculation.
accident insurance
bhakti rasal
Tout plus