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Jitendra SOLANKI

 

I specializes in creating holistic financial plan for my clients and manging their wealth to achieve their financial goals. I am a fee only planner i.e. I do not sell any financial products, and offer various level of services. You can check related details on  visiting  Services and about Fee Only Planner. One of the area where I 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 “.To know more about me and my team check 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

Estate Planning

estate planning

Special Needs Planning

special need

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