The estimated demand of financial planners is around 50,000 CFP professionals in Banking and Financial Services Industry in India. However, till March 2014, India has only 1849 CFP professionals. This makes CFP Certification to be amongst one of the most sought after certifications.
Contact CERTIFIED FINANCIAL PLANNER(CFP)
K Rathi,CFP
Financial Planning-Cash Flow and Debt Management, Asset Acquisition,Risk Analysis,Retirement Planning,Investment Planning, Tax and Estate Planning.
RISK ANALYSIS AND INSURANCE PLANNING
-Risk management and insurance decisions in personal Financial Planning
-Identifying client's exposures to Mortality, Health, Disability, Property, Liability and long term care risk is explain
-Selecting the appropriate risk management technique
-Insurance pricing
-Various Insurance policies & strategies:
General Insurance
Life Insurance
Motor Insurance
Medical Insurance
Insurance of business risk
Regulation of Insurance Industry
Our Products
SBI Life-Insurance needs are as unique as the individual. Your insurance goals should be based on various factors. Insurance should help you maintain the same standard of living even during the downturn in your life. The greater your responsibilities in life, the greater are the need for insurance.
Buy / Invest / Sell/ Brokerage in 0.5 Cr to 1 Cr Property
BEP Venture will help you for the land acquisition without zoning risk. We not only help you to identify your dream house or sell your property, but also provide assistance in Identifying a suitable property for purchase or lease. Arranging site visits to the properties shortlisted by you. Discussing on your behalf with the seller / builder the best price for the property.Completing the required formalities and paperwork. Providing guidance to apply for a home loan from Bank / HFC (if required).
Our Services
-Tax Saving Scheme for Salarried Persons
-Tax Saving Scheme for Self Employed
-Collection of Renewal Premium
-Change of Address,Nominee,Premium Mode
-Child Plan
-Loans
-Advise Encumbrance on Property