Jitendra P.S.Solanki
Ghaziabad, NCR,DELHI
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 process is that clients learn more about managing their own personal finance and how to deal with complexities so that they can take control of their financial decisions.In a nutshell I act as a coach for my clients assisting them in managing their financial well-being. I offer my services to Salaried, Professionals & NRIs. I also work with Special Children Families assisting them to find solutions to their unique financial situation. The services to them involves drawing a road map for the child future & other family members addressing financial & non-financial concerns (with help of other experts in this segment).
I believe in financial literacy and so contribute in leading newspapers,magazines and electronic media. I am an avid writer and blog exclusively at www.yourpocketmoney.com. Doing research & analysis of various financial products is my keen interest.I also conduct various training programmes for IFAs, College Students and Corporate Employees.