I am a SEBI Registered Investment Adviser, a Certified Financial Planner and a Management Graduate from IIT Roorkee. I have spent 13 years in financial services working with various institutions which includes names like DCB, HDFC Bank & Motilal Oswal Wealth Management. I started my financial planning firm JS Financial Advisors after becoming a CFP in 2010.
I specializes in creating detailed financial plan for my clients. I am a fee only planner i.e. i do not sell any financial products, and offer two level of services – Financial Health Check Up and Financial Planning.You can check related details on visiting Services and about Fee Only Planner. One of the area where I specialize is drawing roadmap for Special Needs Families.
You can read more about me here-
Why YourPocketMoney ?
A Pocket Money you receive, as a child, is the first learning in your personal finance. You spend some to meet your immediate need and save some regularly to buy something later which requires a bigger amount. However, when we grow up many of such learnings becomes highly complex. Some due to change in our personal finance behaviour while some due to lack of awareness. So YourPocketMoney is my effort to enrich you with learnings in personal finance which will help you in managing your financial well being.
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