Anup Arun Prabhu Verlekar - Certified Financial Planner (CFP) Advisor in Duler, Mapusa

Anup Arun Prabhu Verlekar - Certified Financial Planner (CFP) Distributors

Member since May 9, 2013

9960701140

anupapverlekar@yahoo.co.in

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About Me

I believe a successful, long-term professional relationship is built upon mutual trust, effective communication and a shared commitment to the financial planning process. Understanding individual concerns and financial goals is a critical element of this partnership with our clients. I provide my clients a holistic approach towards financial planning and a one stop shop for all their financial needs. I look into all aspects of financial planning namely Retirement Planning, Investment Planning, Risk Analysis and Insurance Planning. This approach provides my clients with the ability to spend their time and energy on the things that are most important to them. I encourage clients to ask questions and provide feedback on how I can best serve their needs. To assist those interested in my services, I offer an introductory meeting at no cost or obligation because I recognize that selecting a financial advisor can be a difficult process. At this meeting, prospective clients will meet with one of the principals of my firm to outline their financial concerns and objectives and to learn more about my services. Specialties Financial Planning, Wealth Management, Investement Planning, Retirement Planning, Insurance Planning. Tax Planning (Taxation On Investments) For further Information please visit my website at www.apv.co.in

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