Jayant Edake

Financial Advisor @Deutsche Vermögensberatung

Berlin, DE

As a Financial Advisor at Deutsche Vermögensberatung AG (DVAG) in Berlin, I provide comprehensive and personalized financial planning to individuals, families, and professionals. My approach focuses on helping clients build, protect, and grow their wealth through clear, goal-oriented strategies. I combine deep financial expertise with a client-first mindset to guide people toward long-term financial independence.In my multifaceted role, I serve as: Money Coach – I support clients in developing sound financial habits through budgeting advice, savings strategies, and one-on-one financial health assessments that identify income-expense gaps and optimize spending behavior. Investment Strategist – I design tailored investment portfolios based on each client’s risk tolerance and life goals. My recommendations include mutual funds, pensions, insurance-linked products, and other long-term financial instruments. I also track portfolio performance and adjust strategies as needed. Real Estate Consultant – I advise on property investments, including home ownership and rental opportunities. I assist with mortgage planning, subsidy usage, and liaising with banks to ensure efficient financing solutions. Subsidy Guide – I help clients identify and apply for available government grants, tax benefits, and public support programs related to family planning, home ownership, retirement, and self-employment. Risk Manager – I assess financial risks across life, health, disability, and property. I offer tailored insurance solutions to protect assets and income, ensuring long-term financial security while staying fully compliant with all regulatory requirements.As a trusted partner, I deliver financial clarity, protection, and confidence—empowering clients to make informed, future-ready decisions.

Savitribai Phule Pune University

Bachelor of Commerce - BCom, Business/Commerce, General

Savitribai Phule Pune University

Master of Computer Management, Computer/Information Technology Administration and Management

Savitribai Phule Pune University

Master of Commerce, Economics

Savitribai Phule Pune University

Master of Business Administration - MBA, Business Administration and Management, General