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New Delhi Area, India India

Fee-Only RIA, Adviser to Special Needs Dependents Family, Writer, Blogger, Freelance Consultant

Finance / Banking / Insurance

I am a SEBI Registered Investment Adviser and a Post Graduate in Management from IIT Roorkee. A Fee Only Financial Planner now, I have worked previously with various organization for eleven years focusing on advising clients on investment planning. I create detailed financial plan for my clients which includes drawing a road map by analyzing current financial situation, identifying the gaps in achieving the financial goals and providing appropriate solutions to bridge these gaps.Once the road map is drawn I take my clients through a periodic review process (Generally a Quarterly Review) which helps them in accommodating changes in their life cycle. The most important aspect of this proce...