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Namya Paliwal
I am a young, dynamic personal finance consultant & a chartered wealth manager. I hold 4+ years of work experience in the area of personal finance with keen interest in the domain.
Consultant Information
Specialty
Education
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Post Graduate/ Masters Degree (any)
Specializations
Specializations
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Will Planning
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Health Insurance
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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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Physical shares management
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Advanced tax planning
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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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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 (any)
Number of clients serviced
10
Number of financial plans created by me
4
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)
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