Satish Mistry
213
Followers
Personal Information
Unternehmen/Arbeitsplatz
Navsari, India India
Beruf
Proprietor / Financial Planner / Investment Advisor
Branche
Finance / Banking / Insurance
Webseite
http://www.xlfinplan.com
Info
Fee based Personal Financial Planning & Investment Advisory Services. Other Expertise in Investment Analysis & Portfolio Management, Life Insurance Need Analysis, Customised Comprehensive Personal Financial Plan in Microsoft Excel, Financial Calculators / Applications in Excel.
Tags
financial planning
capital gain reports.
valuation reports in excel
mutual fund portfolio analysis
mutual fund portfolio tracker
excel
mutual fund portfolio software
portfolio rebalancing
retirement plan
child future planning
financial goals
cash flow statement
investment analysis
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