Pankaj Dadhich
Finance Coach & Consultant @PlanFin Services
- Role
- Director at Kraftjar
- Location
- Nashik, MH, IN
- LinkedIn followers
- 500 followers
About Pankaj Dadhich
As a Finance Coach and Consultant with over 10 years of experience, I specialize in empowering individuals to achieve their financial goals through personalized strategies. My expertise spans mutual fund investments, retirement planning, financial services, and income tax advising, enabling clients to secure their financial future and navigate complex financial decisions confidently. Collaborating closely with clients, I focus on delivering holistic personal financial planning solutions, including investment management, insurance strategies, EPFO guidance, and retirement services. As an AMFI Registered Mutual Fund Distributor, I am committed to fostering financial well-being and supporting wealth creation for a secure and sustainable future.
Experience
Director
Jul 2019 — Present
Education
Savitribai Phule Pune University
AVCOE, Electronics & Telecommunication engineering
2002 — 2006
Skills
- Matlab
- Siebel Crm
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