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Bishal Pal
Hey! I am Chartered Wealth Manager (CWM®), and currently a CFA candidate, I have an experience of 2 years in the field of investment advisory and tax planning, my expertise are Investment Analysis, Tax planning, Portfolio Management, Retirement Planning, Financial Planning, etc … .
Consultant Information
Specialty
Education
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Graduate and Above
Specializations
Specializations
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Mutual Funds / Bonds
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Retirement Planning NPS
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Advanced tax planning
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Financial Planning Disabled children
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Life Insurance
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Basic Tax Planning
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Financial Plan creation
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Portfolio Management
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Health Insurance
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Retirement Planning /Insurance
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Physical shares management
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Demat accounts
Key Information
Am I certified as a financial planner?
Yes
I am practicing since
My highest educational qualification is
Graduate
Number of clients serviced
150
Number of financial plans created by me
50
My Fee & Services Structure
I charge fees on
A percentage of assets or portfolio value
Do I offer discounts to ArthaSarathi clients?
Yes
Prefred Way of Meeting
Both(Physical/Online)
I will review your portfolio
Quaterly
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