Vishal Shekhar - Online Tax Return Filing Distributors
Member since Jan 30, 2019
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About Me
I'm a SEBI Registered Investor Advisor and I'm into Financial Planning, Investment Advisory and Wealth Management Services, working on the Fee-Only model. Trust is the pillar in an advisory relationship. As Fee-Only advisors, I believe that a “Fiduciary Standard” is the very best framework for professionals to work with clients. To act as a Fiduciary means that I as an Advisor have to put aside my own financial interest, and give recommendations that are solely and completely in the best interest of my clients.
We are not affiliated with any broker, bank, accounting firm, law firm or insurance company. We are accountable only to our clients and have only their best interests at heart, fully embracing the concept of fiduciary responsibility.
You may approach me or any of my team member for one time advise (review, restructuring, guidance, counselling, expert opinion) or engage my services for a Financial Year (unlimited any financial advice).
We specialize in the following areas of financial planning:Investment Planning, Insurance Planning, Retirement Planning, Higher Educational Planning, Estate Planning, Will Making (Offline/Online) and Tax Saving Investments.
Disciplined Investment Strategies is our forte and that is where our major emphasis is, so as to enable our valued clients attain their financial goals with utmost ease.
About Work Experience
I've almost three decades of professional experience.
Experience & Qualification
Qualification
CEng,BE,MBA,MIE,CFA,CWM,B..
Experience as an Advisor
6 Years
Total work Experience
25 Years
Services and Advisory Offered
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Financial Education Providers
Loan Against Property
Technical & Research Analysis
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Vishal
CV BHAWAN,
Exhibition Road,
Patna,
Bihar, 800001
LICENSE
|
Certified Financial Planner (CFP) -
FPSBI No.
INA300011636 - Validity -
31-12-2050
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