Personal Information
Unternehmen/Arbeitsplatz
Mumbai Area, India, MAHARASHTRA India
Beruf
Certified Financial Planner
Branche
Finance / Banking / Insurance
Webseite
www.bhaktirasal.co.in
Info
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...
Tags
life insurance
financial planning need .
human life calculation.
accident insurance
bhakti rasal
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Präsentationen
(1)Dokumente
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(4)Do it anyway
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Vor 11 Jahren
Need of financial planning .
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Family financial plan
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BHAKTI RASAL, CFP®
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Vor 12 Jahren
Personal Information
Unternehmen/Arbeitsplatz
Mumbai Area, India, MAHARASHTRA India
Beruf
Certified Financial Planner
Branche
Finance / Banking / Insurance
Webseite
www.bhaktirasal.co.in
Info
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...
Tags
life insurance
financial planning need .
human life calculation.
accident insurance
bhakti rasal
Mehr anzeigen