Listing Details
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Sanjukta Shah
A qualified Certified Financial Planner and a MBA Finance working with my father Samir Shah who has over 22 years of experience in the financial product distribution business with catering more than 500+ clients.
Consultant Information
Specialty
Education
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Graduate and Above
Specializations
Specializations
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Mutual Funds / Bonds
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Financial Plan creation
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Retirement Planning NPS
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Portfolio Management
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Health Insurance
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Property / Home Insurance
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Retirement Planning /Insurance
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Life Insurance
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NRI Financial Planning
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Demat accounts
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Business Insurance
Key Information
Do I have certifications pertaining to financial planning?
Yes
Am I certified as a financial planner?
Yes
My highest educational qualification is
Graduate
Number of clients serviced
150
Number of financial plans created by me
60
Do I provide a written financial plan ?
Yes
My Fee & Services Structure
I charge fees on
My fees vary depending on the case. I may charge a fixed amount or a percentage based on the asset or portfolio value.
Do I offer discounts to ArthaSarathi clients?
No
Prefred Way of Meeting
Both(Physical/Online)
I will review your portfolio
Quaterly
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