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Sanchit Taksali

CFP
ID/Head - Wealth Management
Kedia Capital Services Pvt. Ltd.
Country or state 
India
Available to 
Global
City 
Jaipur
Fee 
Ask for pricing
Languages 
English,
Hindi,
...
Volunteer
Yes

Personal Details

Bio

Mr. Taksali, young Financial Planner with Master's in Business Administration (MBA) in Finance from Tier B-School. He is very affectionate person with the zeal of learning the nub of financial world. In his career, he has worked with several renowned financial service industries where he has contributed his skills and knowledge to the superiors like a veteran. He has couple of years full time working experience in various field of Finance i.e. on Financial Modelling, Equity Research (both Technically and Fundamentally),Compliancing, Coaching, and Advisory.

He takes his job as a challenging game where the target is the challenge which ends with his work. He believes that life is like a challenges of learning and enjoying work where you can either be a leader or a teacher.

Currently, he is looking for a ship of challenging opportunities where the game is so challenging that he can either be a conqueror or coach.

You can also read my Blog:

https://investiturefp.wordpress.com/

https://investiturefp.blogspot.in/

To know more about the kind of challenges he is looking for, then feel free to share your opportunities with him at

[email protected]

or

if you want someone to handle all Finance Related issues for your dependents, then mail me at

[email protected]

Current position (2)

ID/Head - Wealth Management

Kedia Capital Services Pvt. Ltd.

Virtual Paraplanner

Investiture

Degrees (1)
Master's in Business Administration
Birla Institute of Technology, Mesra
2012 to 2014

Presentations

Presentations (1)
Mutual Fund Sahi Hai

In this session,
I covered out
What is a Mutual Funds?
How investing in a Mutual fund help in achieving Financial Goals?
What to Look out before investing in a Mutual Funds?
What Risk & Reward one can expect from Mutual Funds?

  • All (1)
  • Videos
  • Photos
  • Slides (1)
This speaker hasn't uploaded any videos yet.
This speaker hasn't uploaded any photos yet.
Ride to the Value Stocks - Investing.com India
This speaker hasn't uploaded any one sheet yet.
This speaker hasn't uploaded any press information yet.

Books & Articles (4)

5 Indian Stocks With Long-Term Benefits for Investors
Khabri App Enables Busy Users to Access News More Easily
A financial planner can help you attain financial freedom
Tax saving checklist before filing ITR for AY 2018-19

Expertise (24)

Education
Leadership
Skills & Trades
Business
Financial Services Choosing a Financial Professional Financial Planning Investments Stock Market Insurance Tax Planning Retirement Planning Banking and Finance Consumer Financial Education Behavioral Finance Financial Advising building wealth Wealth Management Personal Finance & Investing Personal Finance for Young Adults Financial Education Goal based investing Empowering Financial Freedom Financial Coach
Recommendations
Why choose me? 

Experienced Professional helping individual to achieve FIRE.
Organized more than 50+ Sessions

Social media
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