Chitra Takle Email and Phone Number
Chitra Takle work email
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Chitra Takle personal email
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Qualified Personal Financial Planner focused to offer tailormade & practical advice on individual & family Financial needs. Successfully constructed High yielding Portfolios from mutual funds and other financial products, personalized for the clients since 2009.Expertise in Comprehensive Financial Planning of 7 Life events.In depth Knowledge of all the Financial Products including Life & General Insurance, Mutual Funds, Bonds & corporate deposits etc.Interested in Academic work, and Corporate consultations on employee's Financial Well - Being.Specialties: Comprehensive financial planning with right need analysis, right asset allocation and suitable Investment advice.
Prudent Corporate Advisory Services Ltd.
View- Website:
- prudentcorporate.com
- Employees:
- 626
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Financial Planning ConsultantPrudent Corporate Advisory Services Ltd. Oct 2009 - PresentMumbai, Maharashtra, IndiaOffering Expert advice on Mutual funds on Free Online Platform FUNDZBAZAR and other financial products such as Bonds, NPS
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Proprietor, Chief Financial PlannerDestination Wealth Financial Planners Sep 2011 - PresentThane, Mumbai, Maharahstra, IndiaHaving an MMS – Marketing qualification and with a vast experience in various fields of Marketing, I interacted with different segments of Consumers. And also being an Home maker, I realized that there is a need of a genuine advice to the individuals & families in managing their finances.Being a strong believer of Ethical advice, I choose CFP as my pathway to enhance my knowledge in Finance to help the people in managing their finance and achieving their financial goals.With the CFP qualification and having in depth knowledge of Financial Products like Insurance ( life & Health), Mutual Fund, stock broking etc, I believe that it is not just the Advice that I provide but I offer my client all that mentoring which helps them to achieve their dreams, preserve and grow their wealth.
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Autherised Consultant & Financial PlannerNexus Insurance Brokers Llc Nov 2014 - Aug 2016Abu Dhabi, United Arab Emirates
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Financial AdvisorHdfc Standard Life Insurance Oct 2008 - Oct 2013Thane, Maharashtra
Chitra Takle Skills
Chitra Takle Education Details
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Financial Planning Standards Board IndiaB+ -
Management Studies (Mms); Marketing Specialization
Frequently Asked Questions about Chitra Takle
What company does Chitra Takle work for?
Chitra Takle works for Prudent Corporate Advisory Services Ltd.
What is Chitra Takle's role at the current company?
Chitra Takle's current role is Investment Consultant & Financial Planner.
What is Chitra Takle's email address?
Chitra Takle's email address is cm****@****ail.com
What schools did Chitra Takle attend?
Chitra Takle attended Financial Planning Standards Board India, University Of Mumbai.
What skills is Chitra Takle known for?
Chitra Takle has skills like Financial Planning And Advisory, Financial Solution Provider, People Oriented, Financial Planning, Portfolio Management, Investments, Retirement Planning, Insurance, Customer Relations, Asset Allocation, Bonds, Finance.
Who are Chitra Takle's colleagues?
Chitra Takle's colleagues are Priyesh Sethi, Sanjana Sen, Siripalli Suresh, Grishma Parikh, Vikram Joshi, Mukesh Parekh, Pearl Patel.
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