Paresh Shetiya - Certified Financial Planner (CFP) Advisor in Aundh, Pune

Paresh Shetiya - Certified Financial Planner (CFP) Distributors

Member since Jun 11, 2013

9822195405

pshetiya@hotmail.com

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About Me

I AM A CHARTERED ACCOUNTANT WITH EXTENSIVE EXPERIENCE IN PERSONAL FINANCE, TAXATION AND FINANCIAL ACCOUNTING & CONSULTANCY. I AM ALSO A REGISTERED INVESTMENT ADVISOR (RIA) WITH SECURITIES AND EXCHANGE BOARD OF INDIA (SEBI

About Work Experience

I offer Comprehensive Financial Planning and Customized Investment Advisory services to clients by following an "Open Portfolio" approach as against an "Investment tagging to goals" approach. The emphasis is on first determining the feasibility of a client's goals, by deriving the rate of return required to achieve the client's financial goals and matching it with their risk profile, rather than simply investing regular amounts for each separate goal. The client's asset allocation is then decided based on the feasibility study exercise. I have worked with more than 90 clients in the past 6 years to transform their financial lives through financial planning based comprehensive advice covering all financial aspects such as insurance, investments, taxation and loans. I believe in building a lifetime relationship with my clients rather than a transactional one.

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