Warm greetings for visiting my profile. I am a certified financial planner, recognised in 26 countries including US ,India,Europe and many others. I am from Pune , City of Marathas.
Financial planning is one of the most difficult tasks. We need to take care of investment,risk profiling, tax planning, retirement planning and estate planning.
We adhere to the confidentiality of clients information clause . I have an experience of almost 5 years in the field of financial planning. Also, I am a chartered accountant. Diversify your portfolio, moreover, I work only for fees and not associated with any commission from any investment companies or insurance company.
I need financial statement of the clients and further enquiry which we will discuss on further communication.
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