Yogita Swar Dand - Online Tax Return Filing Distributors
Member since May 7, 2013
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About Me
Yogita Dand, Co-Founder, Asky Financial Services having been passionate about finance since her childhood, has a rich experience in the finance and accounts field, having worked for about 20 years in the same field. Till the year 2010, she was working as a CFO in a private company, as also carrying on investment advisory business alongside, albeit on a small scale. Upon completing her CFP certification course in 2011, she found her calling in financial planning and wealth management and quit her lucrative job to pursue her dream and passion. She has since been working in close association with the Winvestor campaign run by DSP Blackrock Fund Managers P.Ltd, an initiative for educating the women investors as also successfully managing the firm alongwith Co-Founder Anil Gulrajani.
On a personal note, she is very passionate about travelling and an avid reader. She is quite a social person and defines her family as her universe. Hand embroidery acts as a stress buster for her and hence she also encourages everyone to take up one hobby they are passionate about.
About Work Experience
I have worked for the past 26 years in the tax and accounts field, having vast experience in personal finance tax and investment planning since then.
Experience & Qualification
Qualification
B.Com, CFP
Experience as an Advisor
8 Years
Total work Experience
8 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Post Office Schemes
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Real Estate Brokers
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Will Writing Services
Technical & Research Analysis
Property Management Services
Fixed Deposits
Affiliations
- Part of the Winvisor team of DSP Blackrock Mutual Fund
Awards & Recognition
-
Not Specified
Address
Yogita Swar
1 A, Pareira Sadan, Opp Natraj,
Studios, Sir M.V. Road, Andheri (E),
Andheri East,
Mumbai,
Maharashtra, 400069
LICENSE
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Mutual Fund -
ARN No.
71991 - Validity -
31-07-2016
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