Pankaj Sidana Email & Phone Number

I am financial advisor with 25 years of experience in helping individuals, families and businesses achieve their financial goals. My expertise includes investment planning, retirement planning, tax optimization and wealth management.📍I take personal approach in understanding each client's unique financial situation and goals and develop unique strategies accordingly.📍My mission is to provide unbiased expert advise, educate them about financial decisions to achieve financial peace of mind and secure their financial future. 📍We used to orgainse In-Person training workshops, one -on-one sessions, Virtual meeting taht too in simple language & we used to avoid technical terms which is easy to understand, interactive simulation & based on real life examples.📍 Our dedicated team member used to access the client portfolio every quater and used to connect with the concerned whenever any amendment required that too helps in creation of wealth.📍Handling emotions in Wealth Planning 📍Financial Distributor📍Helping Professionals Do Their Money Management 📍Mutual funds📍Stocks (Listed and Pre-IPO)📍Insurance Consultancy📍Portfolio Management📍Tax Planning📍Risk Management📍Industrial Insurance

• Director

  Money Workshop

  Mar 2001 - Present