Jitendra P Solanki - Certified Financial Planner (CFP) Advisor in Brij Vihar, Ghaziabad

Jitendra P Solanki - Certified Financial Planner (CFP) Distributors

Member since May 4, 2013

About Me
I am a Fee Only Financial Planner specializing in creating financial plan for my clients and helping then in drawing a Roadmap for their future. contribute articles in leading newspapers,magazines and finance portals. Indian Express, Business Bhaskar, Rashtriya Sahara, Daink Bhaskar,Money Mantra Magazine and Moneycontrol.com are some prominent media where I regularly contributes. I am also answering queries on personal finance shows of Zee and Sahara. Doing research & analysis of various financial products is my keen interest. I have been been conducting various training programmes for IFAs, Students pursuing CFPs and agents/advisors in financial services. IIT Roorkee and IMT Nagpur are some management institutes where i am associated for delivering lectures and participate in panel discussions. I also working with special children families assisting them to plan for their family future. This largely involves planning for two generations- The Special Child and Other Family Members.
About Work Experience
I have eleven years of experience in Financial Services Industry, throughout which I have worked in advising clients on investment planning. HDFC Bank,DCB, Motilal Oswal Wealth management are some of the organizations with whom i have worked with.
Experience & Qualification
Qualification
CFP, MBA
Experience as an Advisor
10 Years
Total work Experience
11 Years
Services and Advisory Offered
  • Life Insurance

  • Certified Financial Planner (CFP)

Affiliations
  • None
Awards & Recognition
    Not Specified
Address
Jitendra P

C 101, 1st Floor, Brij Vihar,
Near Surya Nagar,
Brij Vihar,
Ghaziabad,
Uttar Pradesh, 201011

LICENSE

  Life Insurance - IRDA No. 5267982 - Validity - 31-03-2015

  Certified Financial Planner (CFP) - FPSBI No. 00018053 - Validity - 31-12-2050

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