Palkesh Khandelwal
Wealth Planner, Cash Flow Planner, Insurance Planner @Blue Line Investments
Signup · Get unlimited contacts
WORK HISTORY
Wealth Planner, Cash Flow Planner, Insurance Planner @Blue Line Investments
Mumbai City district, IN
I\'m currently working as managing client\'s wealth and a detailed review of the client`s present financial situation.Assistance in defining financial goals in the areas of personal income management; risk management; and educational, retirement, estate, tax and investment planning.A computer-based analysis of the client`s present situation in each area.General and specific recommendations made to the client to help accomplish the client`s goals and priorities. A Total Financial Planning Report.
EDUCATION
IIPM INSTITUTE OF MARKETING AND MANAGEMENT PRIVATE LIMITED
PGDBM
AMERICAN ACADEMY OF FINANCIAL MANAGEMENT
AFGP (ADVANCED FINANCIAL GOAL PLANNING)
SKILLS
ABOUT PALKESH KHANDELWAL
I am a Life goal planner. I\'m in this industry from last three decades. As a firm we…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.