Jitendra P.S.Solanki ,Author, Special Needs (Pwd) Planner Email and Phone Number
Jitendra P.S.Solanki ,Author, Special Needs (Pwd) Planner work email
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Jitendra P.S.Solanki ,Author, Special Needs (Pwd) Planner personal email
Mr. Jitendra P. S. Solanki is a SEBI Registered Investment Adviser (INA10000184) based at Ghaziabad, Uttar Pradesh, India and has earned the much-respected professional designation of Certified Financial Planner (CFPCM ). He is a post graduate (MBA-Finance) from IIT - Roorkee and has spent more than 15 years in Financial Services Industry working with leading financial institutions & Banks, advising families on their financial well-being. In 2011, Jitendra started on his own as a Practicing Financial Planner in India. He specializes in writing holistic financial plan for his clients. Jitendra also advice and manage investments of his clients. His clients come from all walks of life and spread across the globe. Jitendra is also an experienced estate planner and advice on succession planning, Will, Trust and other aspects of estate planning to his clients.During his professional career Jitendra has met numerous families having children with special needs and gained deep understanding in their personal and financial requirements. Gaining such experience helped him to start specialized services for these families and assist them in creating a secure future. With this objective he started specialized services for such families. Through Plan Special Needs Jitendra runs a comprehensive awareness programme for special needs children families helping them understand financial and legal aspects of their planning. Jitendra is also one of the Founders and Director of Special Needs Estate Planners Pvt Ltd an estate planning firm focusing on Will, Trust, Succession Planning and other aspects.Jitendra, a frequent writer and speaker at public forums, shares his views and wisdom on various aspects of financial planning through various media groups and TV channels. Jitendra is also author of the book “Financial Planning for Families having children with special needs” which is the only book in India written on this aspect. The book is being widely appreciated for its comprehensiveness on the subject dealing issues with Special Needs Children Families.
Jitendra Ps Solanki Advisory
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Special Needs PlannerJitendra Ps Solanki AdvisoryGhaziabad, Up, In
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FounderJitendra Ps Solanki Advisory Jul 2011 - PresentGhaziabad, Ncr1. Financial Health Check Up2. Detailed Financial Planning which includesCreating a Financial Plan covering analysis on -- Current Situation- Cash Flow Management- Loan/Debt Management- Financial Goals- Insurance Planning- Investment Planning- Retirement planning- Tax Planning- Estate planning- Existing Portfolio Review Retainer Services Covering -- Quarterly Reviews- Annual Review- Investment Management3. Financial Planning for Special Needs Children Families4. Estate Planning which includes- Drafting a Will- Drafting a Trust Deed
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FounderPlan Special Needs Nov 2015 - PresentGhāziābād Area, IndiaWe are a team of professionals - One Fee-Only Financial Planner and Other a Disability Expert.Jitendra is a financial planner. He ensures that the financial aspects which have a large impact on the life of families are addressed efficiently. On other side Shweta brings with her rich experience of understanding the life of a special needs dependent family. By aligning these two areas of different profession the unique issues, financial and non-financial, of special needs children families are addressed effectively.In both our cases the professional expertise and the experience we have gained have actually led us to our dedication to help families with special needs dependent. Our approach is well inclined towards understanding the families and ensuring they understand their requirement well. The planning for these families is not only about traditional goals but actually it's planning for two generations. Our detailed planning ensures the needs of these two generations are understood well and addressed effectively.
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Investment AdvisorJitendra Ps Solanki Jan 2011 - PresentGhaziabad, Uttar Pradesh, India
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MemberThe Financial Planners Guild India Dec 2010 - PresentDelhiTo spread awareness on financial planning through writing Quality articles, case studies and answering readers queries on financial planning. Associated with different print & electronic media like Indian Express, Business Bhaskar & Money MantraConduct corporate workshops financial planning.
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DirectorSpecial Needs Estate Planners Pvt. Ltd Sep 2020 - Jul 2024Dehradun, Uttarakhand, India
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Freelance ConsultantIntelivisto Consulting India Private Limited Mar 2016 - Mar 2022Ghāziābād Area, India-Training Corporate employees on various Financial Modules including Platforms and Regulatory Aspects in UK-Training on Wealth Management Practices -
LecturesTkws Institute Of Banking & Finance Feb 2017 - Sep 2020Rajendra NagarTeaching students 3 modules-1. Retirement Planning2. Financial Advisory3. Financial Products and Services -
MemberChartered Institute For Securities & Investment (Cisi) Apr 2016 - Apr 2019New Delhi Area, India -
Relationship Manager-WealthMotilal Oswal Securities Ltd Mar 2007 - Mar 2008New Delhi Area, IndiaAcquired and Managed clients with sizeable investible corpus. -
Relationship ManagerHdfc Bank May 2004 - May 2006Mumbai, Moradabad (U.P.)Branch Banking and Advisory of Investment Products
Jitendra P.S.Solanki ,Author, Special Needs (Pwd) Planner Skills
Jitendra P.S.Solanki ,Author, Special Needs (Pwd) Planner Education Details
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Cfp Certification - Global Excellence In Financial PlanningFinancial Planning -
American Academy Of Financial ManagementB
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Financial Planning And Services
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Hnb Garwhal UniversityA
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Army SchoolScience
Frequently Asked Questions about Jitendra P.S.Solanki ,Author, Special Needs (Pwd) Planner
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Jitendra P.S.Solanki ,Author, Special Needs (Pwd) Planner works for Jitendra Ps Solanki Advisory
What is Jitendra P.S.Solanki ,Author, Special Needs (Pwd) Planner's role at the current company?
Jitendra P.S.Solanki ,Author, Special Needs (Pwd) Planner's current role is Special Needs Planner.
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Jitendra P.S.Solanki ,Author, Special Needs (Pwd) Planner's email address is ji****@****mes.com
What schools did Jitendra P.S.Solanki ,Author, Special Needs (Pwd) Planner attend?
Jitendra P.S.Solanki ,Author, Special Needs (Pwd) Planner attended Cfp Certification - Global Excellence In Financial Planning, American Academy Of Financial Management, Chartered Institute For Securities And Investment, Indian Institute Of Technology, Roorkee, Hnb Garwhal University, Army School.
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Jitendra P.S.Solanki ,Author, Special Needs (Pwd) Planner has skills like Estate Planning, Financial Advisory, Banking, Financial Planners, Fixed Income, Insurance, Money, Retirement Planning, Valuation, Financial Planning, Trust, Portfolio Management.
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