Detailed description is As an Individual Financial Advisor I assess the financial needs of my clients and create individualized financial plans for savings, retirement, investments and insurance. As an Individual Financial Advisor I assess the financial needs of my clients and create individualized financial plans for savings, retirement, investments and insurance.These personalized plans help them plan for their short-term, mid -term and long-term goals, such as vacations,big ticket purchases,education,marriage expenses,retirement .. I believe in active portfolio management where I have a sit down with my clients at least once in 6 months and review their portfolio.. . Some of the typical questions that I will help you answer are. . How much should I be saving?. What investments are best suited to provide the income I need?. Do I really need Life or medical insurance? If yes, How much ?. How can I protect my savings against a bad market?. Should I use my extra money to pay off the mortgage, or invest in my retirement bucket?. How much income will I have in retirement?. Are my existing life insurance policies suitable for my family?. How will inflation affect my retirement lifestyle?. What should I be doing with my money so it can take care of me one day?. Do I need to put in PPF, NPS schemes or are there other options out there?. . Some of these questions are not so easily answered. Looking into the future can be a rather daunting exercise. The key is to accept that we are working with a lot of moving parts. You have to play with the parts that move and create “what if” scenarios. These scenarios help you see what your finances will look like five, ten, or twenty years into the future.. . I will Help You Focus. . Once you have a financial projection, you have to forget about the things you have no control over (like what did the stock market do today) and focus your energy on the things you can control. I can help you focus on the things that will make a difference.
Established in the recent years sanjay rao pune india in pune , maharashtra in india.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this sanjay rao pune india is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
Frequently Asked Questions About This Location
Qus: 1).what is the mode of payment accepted ?
Ans: Cash , Credit Card and Wallets
Qus: 2).What are the hours of operation ?
Ans: Open all days mostly from 9:30 to 8:30 and exceptions on Sundays. Call them before going to the location.
