Janaki Soman , Certified Financial Planner Email & Phone Number

Ten years ago, marketing finance products through corporate interactions made me aware of the general lack of awareness amongst the public on personal finance matters. In those days, simple ways were used to market these products by way of explaining financial concepts and introducing disciplined investment methods. However later, the knowledge inputs provided by the CFP certification helped me gain deep meaningful insights on personal finance methods and their usage. Complete need analysis and realistic focus on achieving the client’s financial goals with regular reviews form a major part of service rendered by me.Various sales certification courses and seminar participation helped me to focus on customer delight including processing of product options at various stages and being a touch point communicator between the client and the investment agency. Financial Planning service includes,Planning for creating assets to fund child education/ higher education costs Planning to provide for implementing mid- life financial goals including parent support and regular travel expenses Planning for retirement income based on current and future income needs Planning for household insurance, motor vehicle insurance, travel insuranceProfessional Liability Insurance planning Life Insurance Planning Health Insurance Planning Estate Planning and Wills