Since 2007 working as entrepreneur and Since 2019 I am into Investment Advisory profession ( +20 years of Investment Experience) and recommending investors on their financial planning. Understanding investor's requirement, recommending as per need, implementing on decided plan and review of the portfolio, best described my working style. Keeping transparency with investors at every stage, guiding on their financial goals keeping investor's interest in mind are few principles which I follow. Our services includes Portfolio Management, Financial and Tax Planning, Retirement planning and Child Education and Future planning. We provide services on Direct Equity, Mutual Funds, Insurance, Mediclaim, Loans, Accounting, Fixed Deposits, Bonds, PMS (I.e. Complete Financial Support under one roof)
For any assistance or a counselling session, reach:
Contact Number:8080066234
Email Id: kamleshdbande@gmail.com
We guide investors on their financial planning, goal setting and achievements,based on their profile and risk appetite. Being an Independent Financial Planner, I have only 3 JOBS to be completed for our investors ie. Research, Recommendation & Review
After 20 years of Entrepreneurship and finance experience, I moved on and decided to start of our new venture called "DIBHA INVESTMENT CONSULTANCY", where I can guide investors on their financial planning, goal setting and achievements.
Understanding investor's requirement, recommending as per need, implementing on decided plan and review of the portfolio, best described my working style. Keeping transparency with investors at every stage, guiding on their financial goals.
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