Neeraj Bahal
Financial Planner | Investment Advisor | Group, Personal and General Insurance | Direct Equity and Share Management
- Role
- Chief Financial Planner at Fasttrack Financial Planners
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Neeraj Bahal
Fasttrack Financial Planners started out as Fasttrack Investments in February 2006. This was my brainchild as I always had a very keen sense of understanding a clients’ financial needs and helping them transform limited resources to wealth. With goodwill and extensive referrals, Fasttrack Financial Planners grew to become a respected Investment House and now has graduated to offering its extensive client base, of Individuals, families and businesses, comprehensive financial planning services. I started out in 2006 by acquiring basic certifications from IRDA and AMFI to be able to advise on insurance and Mutual Fund investment tools respectively. I am a Chartered Accountant and Lawyer by qualification, however over the years, my passion and drive for the trade prompted me to acquire further certifications like CFP (Certified Financial Planner) from FPSB, US, and RFC (Registered Financial Consultant) from IARFC, Singapore. This was with the sole purpose of getting an in-depth understanding of how to come up with holistic solutions with various tools at my disposal. At Fasttrack Financial planners, our goal is to help our clients with any monetary and finance-related issues. We have never believed in restricting ourselves to the services we render and have always tried to extend ourselves to other aspects as well. We have successfully solved extremely complicated succession issues with respect to shares and their conversion to a Demat form, helped with will writing and execution in addition to our myriad other financial services. I am also on the Advisory Board of Network FP, India’s leading online Knowledge platform for Financial Advisors. We have a team of highly qualified and experienced professionals, who take pride in solving complicated financial issues within minimal time. We undertake the overall responsibility of monitoring and reviewing your financially unstable areas and providing solutions to help you get the most out of your investments.
Experience
Chief Financial Planner
Feb 2006 — Present · Mumbai, IN
Education
Baretto High School
SSC
1994 — 1999
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