Anand Doctor

Anand Doctor
Financial Advisor
11 Years Experience

Language Known

English Gujarati Hindi

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
Investment Advisory
One-time Investment Portfolio review
Income Tax Planning
Retirement Planning
Children's Education and Wedding corpus Planning
Life Insurance Review & Advice
Health, Accident and Critical Illness Insurance Review & Advice
Will creation
Psychometric Risk Profiling

Services for Companies and Groups:
"FinGyan" – Basic training to Advanced Workshops for Directors, Employees and Investor groups

Qualification: MMS(MBA),

School/College/University: NLDIMSR, Universtity of Mumbai

Year: 2005



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