Anand has over 11 years experience in Wealth Management & Financial Planning - across reputed brokerages, banks, and finally, his own firm.
He is a Financial Planner/Consultant, Trainer, Blogger and Financial Literacy advocate.
His passion is to help people make the right financial decisions.
His tenet: Money is a terrible master but an excellent servant!
His motto: Healthy Money, Happy life!
Life Cycle Financial planning - For every stage of your life.
Overall Financial Planning
One-time Investment Portfolio review
Income Tax Planning
Children's Education and Wedding corpus Planning
Life Insurance Review & Advice
Health, Accident and Critical Illness Insurance Review & Advice
Psychometric Risk Profiling
Services for Companies and Groups:
"FinGyan" – Basic training to Advanced Workshops for Directors, Employees and Investor groups
School/College/University: NLDIMSR, Universtity of Mumbai
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