v
vanshika_2906

Vanshika

@vanshika_2906

Financial Planner, Estate Planner, Investment Strategy Specialist

Inde
Anglais
Certaines informations sont présentées en anglais.
À propos de moi
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.... Plus d’infos

Compétences

v
vanshika_2906
Vanshika
hors ligne • 

Voir mes services

Stratégie commerciale et innovation
I will create an estate planning and wealth succession strategy
Évaluation des risques
I will review your investments and create a personalised financial plan