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I, Saurabh Shah has been a financial planner from last 3 years having a client base of 200 + , servicing different products under One Roof.
One Roof Solution:Under One Roof - different Products with 360-degree Personal Finance Solution.
Planning: Planning depends on the objective and goal of the clients, insisting on family meetings to discuss bridging the gap between current situation and future goals. I do this by assessing the financial needs of one and advice them to invest in Insurance, Mediclaim, Mutual fund, Stock Market, Credit Card, etc, helping the clients to plan for short and long term goals - 2 major aspects such as the education expense of children and saving for retirement through investments.
Education: I educate people about the contingency fund to protect against the unfortunate event and help them understand about the usage of credit card to meet the current liability which helps to create liquidity against an unfortunate event.
Company Details
- Employees
- 4
- Industry
- Financial Services
- Keywords
- Under One Roof Different Products.
One Roof Solution Questions
One Roof Solution's website is https://oneroofsolution.netlify.app/
One Roof Solution's LinkedIn profile is https://www.linkedin.com/company/one_roof_solution
One Roof Solution has
4 employees.
View email and phone details for 4
employees at One Roof Solution.
One Roof Solution's industry is
Financial Services
One Roof Solution's top competitors are
Rmade Technologies Pvt. Ltd.,
Onerouf Resources Pvt Ltd.,
Ssa Recruitment Canada,
Graebert India - Ares Cad Software,
Psp Services,
Pb Tech,
Nafed India,
Global It Solutions Inc,
1 Martian Way,
Giant Tiger.
One Roof Solution's categories are Financial Services
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Top One Roof Solution Employees
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Saurabh Shah
Financial Planner At One Roof Solution
Mumbai, Maharashtra, India, India1bagnetwork.in -
Naseer Ullah Shah
Gt| Acca Finalist| Ca Finalist | B. Com
Saskatoon, Saskatchewan, Canada, Canada -
Jorge Huitron
--
Visalia, California, United States, United States
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