Personal Information
Organization / Workplace
Vadodara Area, India India
Occupation
Investment Professional - Wealth Management
Industry
Finance / Banking / Insurance
Website
http://www.jhaveritrade.comAbout
1. Conducting in depth analysis of client’s financial circumstances, aspiration/goal analysis and providing the best mix of products based on the ideal asset allocation according to client’s risk profile and his ability to take risk.
2. Along with Financial Planning, I also do tax planning, risk planning, cash flow management and succession planning for the client.
3. Provide Currency Hedging strategies to corporate clients.
4. Provide Cash Flow management strategies to corporate as well as individual clients
5. Researching and analyzing information related to the various financial products and equity markets from various sources, including providers of financial products.
6. Doing p...
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