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About The Founder

Nitesh, Certified Financial Planner

I am CFPCM (Certified Financial Planner) and MBA Finance. Already been in the industry of Financial Planning for more than 3 years, my major consulting areas involve investment advisory, general insurance, life insurance, mutual funds, deposits and much more. 

As an Independent fee based financial planner, I have been providing financial planning solutions to individuals on the basis of their goals consisting of Education Planning, Retirement Planning and Insurance Planning as well as Estate Planning (WILL). My aim is to generate wealth for my clients in the long run, giving unbiased advice and endless client satisfaction. Always trying new ways of managing financial woes encourage me unite your wealth with lives and businesses.

Here is the bottom line: I strongly believe that with the prudent planning, you have the opportunity to live the life that you want for yourself and your loved ones. Tackling as well as managing financial stress can be overwhelming, but when managed smartly it can have a big impact on your lifestyle and financial security. Start now, the longer you wait, the worse you situation will likely become. Facing money troubles can be difficult, consider seeking help before the problem gets worse.