Jaya Finplanner

@jaya_finplanner

Certified Financial Planner

India

English, Hindi

About me

A dedicated Financial Planning professional with 9 years of comprehensive experience in Mutual Fund Operations, Investment Planning, Insurance Planning and Wealth Management. I combine deep financial expertise with strong written communication skills, having contributed finance articles to leading newspapers in both English and Hindi. I specialize in SIP/SWP strategies, goal-based investment planning, insurance needs analysis, tax optimization and Excel-based financial modeling. My approach is client-centric, data-driven and focused on long-term financial well-being.... Read more

Skills