Pawan Bajaj
Wealth Management l Experienced Paraplanner
- Role
- Senior Financial Paraplanner at Valenta
- Location
- Rohtak, HR, IN
- LinkedIn followers
- 500 followers
About Pawan Bajaj
Dedicated and results-driven professional with expertise in Paraplanning.FINANCIAL PLANNER ANALYST I support financial advisers in preparing portfolio reviews, uses analytical software to review a client’s existing arrangements, Cash flow analysis and holistic client strategy. Do research then pulled together into a detailed suitability report for the Financial Planner to review before it is forwarded to the client.Attributes include: Producing high-quality recommendations for clients understanding goals and objectives, including statements and records of advice. Understanding of the financial planning process.
Experience
Senior Financial Paraplanner
Jul 2022 — Present
Education
Maharshi Dayanand University
Bachelor of Business Administration - BBA
2015 — 2018
CHANDIGARH UNIVERSITY
Master of Business Administration - MBA
2018 — 2020
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