Tejaswi Suhas Pednekar

Achievements: - M.D.R.T. (U.S.A.) 2023, Complete Financial Planner from last 24 years since January 2000.

Special Qualities: - Segment wise financial planning based on Risk Appetite with periodical review of the plan.

Qualification:-   B.COM., I.C.W.A.I.,& C.A. Inter, Diploma in Information Systems Management, Complete Financial Planner ( C.F.P.(IMFT))

Business Portfolio: -  Asset Under Management managing funds worth 100 crores in pension product, mutual funds, child education plan, marriage funding, health insurance etc.

Business Presence:- U.S.A., Australia, Canada, U.K., U.A.E., Germany, Singapore etc.

Experience :-  Complete Financial Planner from last 24 years since January 2000.

Financial Services Offered:-

• Life Insurance
• Fixed Deposits - AAA Grades
• Tax Saving Bonds, Capital Bonds, Government Bonds
• Post Office Saving Schemes ( NSC, MIS, Sr. Citizen Saving Scheme )
• Mutual Funds
• Mediclaim
• Child Education Funding Schemes
• Child Marriage Funding Schemes
• Retirement Corpus and Pension Planning
• Computer Accounts and Tax Planning and Tax Consultancy
• GST and Income Tax work
• Project Reports
• Home Loans and Other Loans
• Trust & Partnership deed
• Limited Company Formation
• Management & Corporate Consultancy

Tie up with :-

• Life Insurance Corporation of India
• New India Assurance Co. of India
• NJ Wealth
• JM Financial Services Ltd.
• HDFC Bank for deposits
• Leading Banks and NBFC's for loan purposes

Please Click here to join us:- http://p.njw.bz/28074