Listing Details
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Jitender Chaudhary
We are Independent advisors and distributor of financial products, real estate & loans with vast Industry experience and comprehensive knowledge of financial products, wealth management, real estate & mortgage. We also provide online financial planning services in India.
Working with Business Class, Professionals, Self Employed & employees of Corporates such as GE Capital, Evalueserve, Make MyTrip, Nokia, Metso Minerals, Canon, GMR, IKEA, WAGO, McKenzie, Genpact, Cairn India, Philips, Punj Lloyd, Cargill, Hughes, etc.
Consultant Information
Specialty
Education
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Post Graduate/ Masters Degree
Specializations
Specializations
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Will Planning
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Health Insurance
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Financial Planning Disabled children
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Property / Home Insurance
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Basic Tax Planning
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Mutual Funds / Bonds
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Retirement Planning NPS
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Loans - Business / Personal Loans
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NRI Financial Planning
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Business Insurance
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Advanced tax planning
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NRI Estate / Properties
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Tax planning for business owners
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Life Insurance
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Demat accounts
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Financial Plan creation
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Portfolio Management
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Retirement Planning /Insurance
Key Information
Am I certified as a financial planner?
Yes
I am practicing since
My highest educational qualification is
Post Graduate/ Masters Degree
Number of clients serviced
150
Number of financial plans created by me
30
My Fee & Services Structure
I charge fees on
A fixed rupee value proportional to asset or portfolio value
Do I offer discounts to ArthaSarathi clients?
Yes
Prefred Way of Meeting
Both(Physical/Online)
I will review your portfolio
Half-Yearly
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