About Me
Hi,
I am a SANJAY YADAV , I am a Financial Advisor and associated with Sanjay Financial Services I have worked in the finance industry for last 24 years and have a deep understanding of the complexities and nuances of the financial world. As a dedicated and passionate professional, my goal is to provide clients with comprehensive and personalized financial solutions to help them achieve their financial goals and secure their future.
I believe in taking a holistic approach to financial planning, considering all aspects of a client's financial situation and creating tailored strategies that are aligned with their unique needs and aspirations. Whether it's retirement planning, investment management, risk management, or tax planning, I utilize my expertise and knowledge to guide clients towards making informed decisions that will lead them towards financial success.
I am committed to building long-lasting relationships with my clients, built on trust, integrity, and transparency
By understanding their goals, aspirations, and risk tolerance,
I am able to develop customized financial plans that align with their short term and long-term objectives. I believe in educating clients throughout the planning process,ensuring they have a clear understanding of their financial situation and the strategies we implement
With a passion for staying up-to-date with the latest industry trends and regulations, I continuously enhance my knowledge and skills to provide the highest level of service to my clients. I am dedicated to staying informed on market fluctuations, economic ,indicators, and investment opportunities, allowing me to provide informed advice and recommendations.
In conclusion, as a Financial Advisor, I am dedicated to helping individuals, families, and businesses navigate their financial journey with confidence and peace of mind. I am here to serve as a trusted advisor, providing the guidance and expertise necessary to help clients achieve their financial goals and build a solid foundation for their future. I look forward to the opportunity to work with you and help you achieve financial success.
Regards,
SANJAY YADAV
International
Financial Advisor…
Certified by AMFI & IRDA
Insurance & Investment
Your Dreams Our Commitment…
Mobile - 9890662895
E-mail : sanjaylic@gmail.com
Web : https://www.sanjayfinancial.com www.sanjayfinancialservices
About Work Experience
I am a Financial Advisor and associated with Sanjay Financial Services I have worked in the finance industry for last 24 years and have a deep understanding of the complexities and nuances of the financial world. As a dedicated and passionate professional, my goal is to provide clients with comprehensive and personalized financial solutions to help them achieve their financial goals and secure their future.
Regards,
SANJAY YADAV
International
Financial Advisor…
Certified by AMFI & IRDA
Insurance & Investment
Your Dreams Our Commitment…
Mobile - 9890662895
E-mail : sanjaylic@gmail.com
Web : https://www.sanjayfinancial.com www.sanjayfinancialservices
Experience & Qualification
Qualification
ARN
Experience as an Advisor
24 Years
Total work Experience
18 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance