Financial Advisor
My blogs
| Gender | Male |
|---|---|
| Occupation | Business |
| Location | Pune, Maharashtra, India |
| Introduction | I am SANJAY YADAV Financial Advisor from Sanjay Financial Services .I recommend and distribute financial products after due study is done on clients financial goals as well as on his risk appetite. I strongly believe in this statement -" The financial products should fit into the strategies laid out and not the other way round " To serve my client's better I encourage use of technology to the maximum . I give my clients individual login credentials to view his portfolio of products anytime , anywhere .Transactions regards mutual fund schemes can also happen online -paperless, fast and secure . At regular interval , I send summary report to my clients and sit for a detailed review of strategy and products recommended . I am in this profession for last many years and have strong and large base of satisfied clients across the country and abroad . I regular update my clients with news , views and opinions in easy-to-understand , short and jargon free language . Besides the regular meetings and interactions over mail, phone and whats App , I strongly recommend you to join me and my other clients Meet for "Investor Awareness Program " Thank You ... |