About Me
Jitendra Investments is taking care of client’s financial goals since 2008. We at Jitendra Investments believe that protection of our client’s fund is our prime job and it needs to be addressed with lots of knowledge and proper planning. Hence we follow a four step process of Financial Planning – Risk Profiling, Goal Planning, Portfolio Structuring and Portfolio Tracking. We use a wide range of products to achieve the financial goals of our clients depending upon clients risk profiling through Mutual Funds, Fixed Deposits , FPO and Shares. We also help our clients in their tax planning through various tax saving schemes. We strongly recommend Mutual Fund in every client’s portfolio due to its advantage over other investment products like – diversification, professional approach and steady growth.
About Work Experience
I have eleven years of experience in Financial Services Industry, throughout which I have worked in advising clients on investment planning. Mainly in SIP.
Experience & Qualification
Qualification
MBA,CFGP
Experience as an Advisor
11 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Certified Financial Planner (CFP)