Personal Information
Organización/Lugar de trabajo
Mumbai Area, India, MAHARASHTRA India
Ocupación
Certified Financial Planner
Sector
Finance / Banking / Insurance
Sitio web
www.bhaktirasal.co.in
Acerca de
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...
Etiquetas
life insurance
financial planning need .
human life calculation.
accident insurance
bhakti rasal
Ver más
Presentaciones
(1)Documentos
(7)Recomendaciones
(4)Do it anyway
Mohamed Fathy
•
Hace 11 años
Need of financial planning .
BHAKTI RASAL, CFP®
•
Hace 10 años
Family financial plan
Yashallay Trainers and Consultants LLP
•
Hace 11 años
RETIREMENT PLANNING
BHAKTI RASAL, CFP®
•
Hace 12 años
Personal Information
Organización/Lugar de trabajo
Mumbai Area, India, MAHARASHTRA India
Ocupación
Certified Financial Planner
Sector
Finance / Banking / Insurance
Sitio web
www.bhaktirasal.co.in
Acerca de
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...
Etiquetas
life insurance
financial planning need .
human life calculation.
accident insurance
bhakti rasal
Ver más