About Me
SANJAY SHAH
INVESTMENT ADVISOR
B.E (E & TC)
FPSB India Registered “CFP-Certified Financial Planner”
SEBI Certified Investment Advisor Level 1& Level 2
AMFI Certified Mutual Fund Advisor
IRDA Certified Insurance Advisor (Life & General)
You are the architect of your own destiny… Here at LAKSHYA FINANCIAL PLANNERS we build a solid foundation for you to reach your desired destiny of financial stability through proper foundation and execution of financial goals as well as planning. As ever, we would like to be a part of your success…WE ARE CERTIFIED FINANCIAL PLANNER BY QUALIFICATION AND ADVISE CLIENTS IN VARIOUS FINANCIAL PRODUCTS…
WE OFFER ONE STOP DESTINATION… Don’t choose different agents, choose a complete Financial Consultant. In today’s complex scenario, people don’t have time to visit or maintain different agents for various investment products. We offer you a very wide range of basket of products which suits to your every need. LAKSHYA FINANCIAL PLANNERS a single point shopping mall for all your financial investments and needs. Be it Mutual Funds, Life Insurance, General Insurance, Equity Trading, Fixed Deposit, ALL TYPES OF LOANS POST OFFICE SMALL SAVINGS or Gold investment, or something else, We will identify the best products across the industry for you.
We at “LAKSHYA FINANCIAL PLANNERS” are the doctors in investment fields, and fact remains doctor never suggest, but they gives the prescription which best suits to you. We are not here to suggest you but to serve you, to reach your life goals…!!!
About Work Experience
SANJAY SHAH
INVESTMENT ADVISOR
B.E (E & TC)
FPSB India Registered “CFP-Certified Financial Planner”
SEBI Certified Investment Advisor Level 1& Level 2
AMFI Certified Mutual Fund Advisor
IRDA Certified Insurance Advisor (Life & General)
Experience & Qualification
Qualification
BE
Experience as an Advisor
5 Years
Total work Experience
3 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Insurance Brokers
Post Office Schemes
Tax Consultancy
Certified Financial Planner (CFP)
Share Trading & Demat
Commodties Trading
Real Estate Brokers
Portfolio Management Schemes
Housing Loans
Personal Loan
Will Writing Services
Gold Loan
Loan Against Property
Consumer Finance
Fixed Deposits