My services revolve around clients requirements and are flexible enough to meet their diverse financial needs. Each service has various levels of interactive sessions with clients to not only assist them but also educate them so that they can take control of their financial decisions.

Here is a brief description of my services the details of which you can get by following the given link-

  • Financial Planning Services

These are long term engagement where I draw a comprehensive plan and you get access to ongoing services for periodic reviews. The larger benefit of this engagement is that we get to know each other prior to signing up for the ongoing relationship. Click here for more details

  • Advisory on Investment Portfolio

As investment advisers we advise on investment portfolio in a well defined process. We analyze your risk tolerance, identify your financial goals and recommend asset allocation strategies for long term investing. The recomendations are based on a research driven process where variables which can impact your investment portfolio are taken into consideration.  We analyze existing invesment portflios and advise appropriate restruturing based on your risk tolerance. We manage and monitor investment portfolios on an ongoing basis and rebalance portfolios based on asset allocation strategies.

  • Special Needs Financial Planning

Families with special needs dependent have special concern since they need to plan for two generations- Special Needs member and other family members. The special needs planning services includes preparing a financial plan and ongoing review services addressing the unique needs of the families. Creation of Will and Private Trust along with counseling from experts on various aspects of special need care are some of the elements of these services. Click here for more details

  • Consulting

For families seeking advice on specific item(s) on their to-do list. I offer the above listed services on consulting basis. The fee for these services is quoted once we understand the scope of work.

  • Estate Planning Services

Here, with a team of professional lawyer and accountant, I help you with estate planning strategies for effective distribution of your wealth to your loved ones. Creation of Wills, Living Will, Private Trust and Estate Planning advisory are some of the elements of these services. Click here for more details

  • Professional Speaker

With more than  500 programmes as a speaker Jitendra PS Solanki bring a rich experience in the field of personal finance. You can contact him at for hiring him as a professional speaker.

If you have additional questions or if you want to meet for an initial discussion, schedule your complimentary meeting today-

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