Ranjana Deshmukh (Softype Inc)
Posted on December 13, 2017
Wonderful session, cleared many of my concepts and made me realize the my investments require equity MF exposure.
Category: Testimonial
0 comments
Mandar Shitut (Expert Global Solutions)
Posted on July 14, 2017
Very helpful, easy to understand and lots to learn. This session made me think about my of finances.
Category: Testimonial
Vishnu M Kharade (Expert Global Solutions)
Posted on July 14, 2017
The session had useful guidelines & discussion with exercise that were well planned. Many concepts were explained with real life personal examples.
Category: Testimonial
Amar Ghorpade (Softype Inc)
Posted on July 14, 2017
Learned the importance of investing. I have started investing post the session with a goal in mind.
Category: Testimonial
Anjali Shankaran
(CFP CM)
Posted on July 14, 2017
Working in the financial advisory industry since 1987 is an industry veteran.Worked with UTI Mutual Fund for 16 years & then founded her firm in 2003.She has been the chief financial planner ever since & has helped over 300+ families in building wealth.
Category: teams
Siddharth Shankaran
(CFP)
Posted on July 14, 2017
Siddharth, being the second generation in this business, has been vital in providing research insights, enhancing service quality, and heading client relationship management.
Category: teams
