Personal Information
Organização/Local de trabalho
Mumbai Area, India, MAHARASHTRA India
Cargo
Certified Financial Planner
Setor
Finance / Banking / Insurance
Sobre
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...
Marcadores
life insurance
financial planning need .
human life calculation.
accident insurance
bhakti rasal
Ver mais
Apresentações
(1)Documentos
(7)Gostaram
(4)Do it anyway
Mohamed Fathy
•
Há 11 anos
Need of financial planning .
BHAKTI RASAL, CFP®
•
Há 10 anos
Family financial plan
Yashallay Trainers and Consultants LLP
•
Há 11 anos
RETIREMENT PLANNING
BHAKTI RASAL, CFP®
•
Há 12 anos
Personal Information
Organização/Local de trabalho
Mumbai Area, India, MAHARASHTRA India
Cargo
Certified Financial Planner
Setor
Finance / Banking / Insurance
Sobre
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...
Marcadores
life insurance
financial planning need .
human life calculation.
accident insurance
bhakti rasal
Ver mais