Certified Financial Planner | Wealth Management | Retirement Planning | Investment Advisory | Tax Saving | Wealth Protection | Wealth Creation 🔹 About Me 🔹As a dedicated Certified Financial Planner (CFP) I am committed to helping individuals and families achieve their financial goals and secure their future. My passion lies in providing comprehensive financial planning and personalized strategies that align with each client's unique circumstances and aspirations.🔹 Expertise 🔹✓ Holistic Financial Planning✓ Wealth Management and Portfolio Optimization✓ Retirement Planning and Pension Analysis✓ Save tax✓ Investment Advisory and Risk Management✓ Tax Planning and Optimization✓ Estate Planning and Wealth Transfer🔹 Professional Experience 🔹[Relationship Manager at Bajaj Capital [09-05-2023] - Present- Develop tailored financial plans for clients to address short-term needs and long-term objectives.- Implement investment strategies to maximize returns while managing risk and maintaining diversification.- Conduct regular portfolio reviews and adjustments based on market conditions and clients' changing circumstances.- Offer comprehensive retirement planning solutions, ensuring a secure and comfortable post-work life.- Collaborate with tax professionals to optimize clients' tax positions and minimize liabilities.- Provide guidance on estate planning, including wills, trusts, and beneficiary designations.🔹 Education & Certifications 🔹- Bachelor of Corporate Secretary ship (B.Com CS) in Finance | [DG Vaishav] | [2023]- NISM Certified "Mutual Fund Distribution- Certified Financial Planner (CFP) | [International Certificate of Financial Planning] | [2023]🔹 Personal Interests 🔹Outside of my professional life, I am an avid reader, always seeking to expand my knowledge in finance, economics, and personal development. I also enjoy volunteering at local community events and mentorship programs, empowering others to make informed financial decisions.🔹 Let's Connect 🔹I'm passionate about helping individuals take control of their financial future. Let's connect to discuss how I can assist you in achieving your financial goals and aspirations. Reach out via LinkedIn messaging or devendrasurana17@gmail.com or 9150235689