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Jitendra SOLANKI

 

I specialize in creating holistic financial plan for my clients and manging their wealth to achieve their life goals. I am a fee only planner i.e. I do not sell any financial products. I manage my clients life goals through various level of services which includes financial planning, wealth management, investment advisory and estate planning. You can check related details on  visiting  Services and about Fee Only Planner. One of the area where I also specialize is advising families having a Special Needs Child to care. I have authored a book “Financial Planning for Families Havings children with Special needs ” on this subject. To know more about me, my work, how I do it visit website. You can also check about my team at the team.

Information For You

Investor Charter

Refer our Investor Charter, as prescribed by SEBI. It contains details of service provided, Investor’s rights, dos and don’ts, responsibilities, etc.
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Investor Complaints

Refer the disclosure of Investor Complaints, as prescribed by SEBI. It contains details of grievance redressal on monthly basis – updated trackers.
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What I Offer

Financial Planning

financial planning
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Estate Planning

estate planning
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Special Needs Planning

special need
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My Blog