Shubhangi Salvi
Investment Advisor @Iara Hr Services Pvt Ltd
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WORK HISTORY
Investment Advisor @Iara Hr Services Pvt Ltd
IN
Investment Advisor
EDUCATION
Modern Education Society's Nowrosjee Wadia College Arts, Science, Pune 01
Bachelor's degree
National Institute of Securities Markets
Banking, Corporate, Finance, and Securities Law
ABOUT SHUBHANGI SALVI
Investment Advisor Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering client questions about investment plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives. Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting clients\' financial goals. Preparing or interpreting financial document summaries, investment performance reports and income projections for clients. Implementing financial plans or referring clients to professionals who can help them. Managing and updating client portfolios. Contacting clients regularly to discover changes in their financial status. Building and maintaining your client base.
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