SHWETA SHASTRI - Certified Financial Planner (CFP) Advisor in Bavdhan, PUNE

SHWETA SHASTRI - Certified Financial Planner (CFP) Distributors

Member since Feb 12, 2019

8888893956

shwetashastri@hotmail.com

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About Me

A passionate Certified Financial Planner. "Client First" is the first rule I follow in my profession. I believe my job is to groom my client to make correct choices about their expenses, income, aspirations that basic financial problem do not snowball into complex issues hence helping them reach their goals. Asset Allocation in your financial life plays a bigger role is my strong belief. Every client meet is so exciting for me bcoz it gives me an opportunity to touch lives positively. Debt management, Risk management, Tax planning, Investment planning, +++and retirement planning are the key areas of focus.

About Work Experience

After working with few MNCs, I resigned in 2007 as senior Engg Power Generation Business Unit Cummins India Ltd. since 2008 Worked in various roles @Tradefocus of which I am a Cofounder. Fundamental Analyst & Research Analyst helping clients to build &manage their Equity Portfolios to some extent. Actively participated in practically creating and implementing F&O strategies and conducting training for the same. In 2015 we thought to add a new segment and provide solutions to our clients through Financial Planning since then passionately guiding and helping clients in financial planning services.

Experience & Qualification

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