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Vanshika
@vanshika_2906
Financial Planner, Estate Planner, Investment Strategy Specialist
Indien
Englisch
Über mich
Certified Financial Planner and Charted Trust & Estate Planner helping individuals and families build goal-based financial strategies and structured wealth succession plans. With strong knowledge of finance, taxation and investment concepts, I provide practical and ethical consulting support including financial planning, investment review and estate planning guidance. Available for consultation-based projects and long term financial planning support.
Kompetenzen
Vanshika
offline •
Meine Dienstleistungen
Business-Strategien & -Innovation
I will create an estate planning and wealth succession strategy
Risikomanagement
I will review your investments and create a personalised financial plan
