Atish Hire

About Atish Hire

About us: We are commited to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those to whom we serve. We deliver advice using an objective, client-centered, ethical process. We offer independent advice on financial matters to our client and recommend suitable financial products. Our Vision \"To treat each client in a manner that makes him feel welcomed, valued and respected. Helping the client develop and fulfill their objectives\". Our Mission \"Build goodwill and loyalty by delivering best service to client\". Our beliefs : We believe in creating value and making a positive difference in the lives of people. We believe each client is Unique, hence our advice is never offered in a vacuum rather, we put CONTEXT around our Clients Goals & Objectives. Our only agenda is Creating Value for the CLIENT. Specialties: Financial Planning for working copuples. Retirement Planning with Current Insurance Need. Children\'s Education and Marriage Planning.

Experience

1. Designated Partner

   Globalview Financial Services Llp

   Jun 2019 — Present · Mumbai, IN

Education

• Bharatiya Vidya Bhavans Sardar Patel College Of Engineering

  Bachelor of Commerce (B.Com.)

  1996 — 2000

• The Institute of Chartered Accountants of India

  C.A.

  2000 — 2005

• University of Mumbai

  B.Com

  1996 — 2000

Skills

• Insurance
• Financial Planning
• Mis
• Bonds
• Finance
• Income Protection Planning
• Investments
• Mutual Funds
• Corporate Finance
• Financial Modeling
• Retirement Planning
• Accounting
• Capital Gains Tax
• Life Insurance
• Cash Flow
• Financial Services
• Financial Planners
• Analysis
• Mediclaim
• Portfolio Management
• Tax
• Child Education Planning