Artha Sarathi

Listing Details

S K Chittewar

I am a  practical financial advisor with hands on  experience in the field of equity investments and goal based financial planning. I have helped many clients to achieve their short to medium term goals while balancing risk and return.

Consultant Information

Specialty

Financial Advisor

Education

  • # Post Graduate/ Masters Degree (any)

Specializations

Specializations

  • # Mutual Funds / Bonds
  • # Retirement Planning /Insurance
  • # Basic Tax Planning
  • # Financial Plan creation
  • # Life Insurance

Key Information

Am I certified as a financial planner?

Yes

I am practicing since

January 17, 2019

My highest educational qualification is

Post Graduate/ Masters Degree (any)

Number of clients serviced

50

Number of financial plans created by me

20

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

Online

I will review your portfolio

Half-Yearly

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