Description
Know Your Financial Advisor: – Devendra R Pandya is a Commerce graduate and has more than 35 years in the field of Accounts, Finance, and Audit. Enjoyed various positions during the tenure of service and retired as Dy. General Manager – Accounts from Emtici Engineering Ltd., A Elecon Group Company in April 2016. After retirement, started my consultancy firm viz. Veekalp Solution provides risk management and investment services for individuals/corporates through Insurance. During 4 years won various trophies and certificates of honor from LIC of India. A.D.R.T 2018 award was also given by LIC of India. Passed four modules of Financial Planning i.e. Investment Planning, Retirement Planning and Employees benefits, Insurance Planning, and Tax Planning from the Financial Planning Standard Board in 2019. Self is also a Certified Mind Trainer and speaker. The continuous learning process is going on through attending various training programs. Business Profile: Risk Management Portfolio: 125 family Risk Management: Rs. 1462.35 Lakhs Retirement planning specialist
Reviews
There are no reviews yet.