Expert Financial Advisors in Brigade Road, Shanthala Nagar, Bengaluru, Karnataka, India

135 Profile Views
( 0 Review )

Bhavesh Joshi

No. 89, 1st Floor, Brigade Road, Opp Catholic Club
Brigade Road, Shanthala Nagar, Bengaluru, Karnataka, India

Services Offered


I am a Certified Financial Planner working on a fee-based model with client-focused approach. The financial planning process includes gathering information about financial goals (child's education, marriage, buying a new house, retirement, etc); discussing the existing investments; discussing all the investment options available, right from fixed deposits, recurring deposits, mutual funds, insurance plans (life and health), national pension scheme, provident fund, etc., and discussing their pros and cons, and preparing a financial plan to suit the customer's needs. Next comes monitoring the financial plan and reviewing the plan regularly.

Work Experience

Experience (11 Years)

Registration / License Number

  1. 108397 AMFI

Blog

Additional Advisor Information

Affiliation

AMFI

Client Meeting Preferences

In Person

Language Knowledge

English, Hind, Gujarati, Kannada

Asset Managed

Mutual funds, stocks, Life Insurance, Health Insurance, PPF, Fixed Deposits, Recurring Deposits, National Pension Scheme, Real Estate

Education

Degree Name

  1. Bachelor of Computer Science(B.C.S)

Certificate

  1. Certified Financial Planner Certification

Team Information

No team available

Award & Recognition

Awards

No awards available

News & Events

No News & Events Available

Clients Ratings & Reviews

0 REVIEWS

0/5

0 RATINGS

Similar Advisors

Distance: 9.48 km
office, Krishnarajapuram, Bangalore, Karnataka, India
Distance: 1,741.71 km
LIC OF INDIA,11J BRANCH JEEVAN PRAKASH BUILDING 25 K.G MARG NEW DELHI, Connaught Place, New Delhi, Delhi, India
Distance: 1,716.75 km
224, Ground Floor, Sector-11D,, Faridabad, Haryana, India
Distance: 1,748.00 km
A-12 & 13 KUNWAR SINGH NAGAR NILOTHI, MOR NANGLOI, Nangloi, Delhi, India
Distance: 190.19 km
14-293,dcms road,kamalanagar, Anantapur, Andhra Pradesh, India
Rate Bhavesh Joshi now
Advisor Map