Truptesh Shah is Managing Partner of Deontic Advisors. I am a Qualified Financial Planner and specialise in areas of Financial Planning and Wealth Management. I manage the Financial Planning and Investment Management practice at Deontic Advisors LLP. Deontic Advisors LLP is an organistion founded by me and is in to the business of offering Fee based Financial Planning & Wealth Management Services. We adopt the Goal Based Planning approach and start any relationship with a client with a written Financial Plan. We offer.... wealth solutions beyond a life time. Specialties:Over the past 10-12 years I have developed my professional expertise around the following subjects: Financial Planning; Risk Planning; Employee Benefits and Retirement Planning; Investment Management; Tax Planning & Estate Planning; Family Expenses Budgeting; Personal Cash Flow Management (both for Long Term and Short Term); ESOP Planning; Salary Restructuring;
About Work Experience
I am a Qualified Financial Planner and specialise in areas of Financial Planning and Wealth Management. I manage the Financial Planning and Investment Management practice at Deontic Advisors LLP. Deontic Advisors LLP is an organistion founded by me and is in to the business of offering Fee based Financial Planning & Wealth Management Services. We adopt the Goal Based Planning approach and start any relationship with a client with a written Financial Plan. We offer.... wealth solutions beyond a life time. Specialties:Over the past 10-12 years I have developed my professional expertise around the following subjects: Financial Planning; Risk Planning; Employee Benefits and Retirement Planning; Investment Management; Tax Planning & Estate Planning; Family Expenses Budgeting; Personal Cash Flow Management (both for Long Term and Short Term); ESOP Planning; Salary Restructuring;
Experience & Qualification
Qualification
MBA, CFP
Experience as an Advisor
15 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Affiliations
Founder member of the Federation of Financial Planners