Listing Details
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Vijay K Deshpande
Investment Management:
- Extensive experience in investment management, specializing in risk management, fund management, and portfolio management.
- Proficient in conducting investor seminars on various investment topics, including risk management strategies, asset allocation, and investment analysis.
- Strong understanding of market trends, economic indicators, and financial instruments to make informed investment decisions.
Consultant Information
Specialty
Education
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Graduate
Specializations
Specializations
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Will Planning
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Advanced tax planning
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Health Insurance
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NRI Estate / Properties
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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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Credit Rating Improvement Program
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Physical shares management
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NRI Financial Planning
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Retirement Planning /Insurance
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Portfolio Management
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Demat accounts
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Life Insurance
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Financial Plan creation
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Tax planning for business owners
Key Information
Do I have certifications pertaining to financial planning?
Yes
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
15
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
Quaterly
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