I, Saurabh Shah has been a financial planner from last 3 years having a client base of 200 + , servicing different products under One Roof.
One Roof Solution:Under One Roof - different Products with 360-degree Personal Finance Solution.
Planning:Planning depends on the objective and goal of the clients, insisting on family meetings to discuss bridging the gap between current situation and future goals. I do this by assessing the financial needs of one and advice them to invest in Insurance, Mediclaim, Mutual fund, Stock Market, Credit Card, etc, helping the clients to plan for short and long term goals - 2 major aspects such as the education expense of children and saving for retirement through investments.
Education: I educate people about the contingency fund to protect against the unfortunate event and help them understand about the usage of credit card to meet the current liability which helps to create liquidity against an unfortunate event.