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vanshika_2906

Vanshika

@vanshika_2906

Financial Planner, Estate Planner, Investment Strategy Specialist

India
Inglese
Alcune informazioni sono riportate in lingua inglese.
Chi sono
Certified Financial Planner and Charted Trust & Estate Planner helping individuals and families build goal-based financial strategies and structured wealth succession plans. With strong knowledge of finance, taxation and investment concepts, I provide practical and ethical consulting support including financial planning, investment review and estate planning guidance. Available for consultation-based projects and long term financial planning support.... Continua a leggere

Competenze

v
vanshika_2906
Vanshika
offline • 

Consulta i miei servizi

Strategia di business e innovazione
I will create an estate planning and wealth succession strategy
Gestione del rischio
I will review your investments and create a personalised financial plan