Jitendra PS Solanki Advisory

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INVESTMENT ADVISER
Financial Planning and Wealth Management

Financial Planning is a road map to achieve your life goals. A holistic financial plan gives you a true picture of your finances through which you are able to your take a journey towards a secure financial well being. Wealth Management is an inherent element of financial planning and involves chosing of right mix of asset classes which can help you achieve your financial objectives. A comprehensive approach towards your personal finance involves analysing your finances and implementing the investment strategies which represent your unique financial situation.

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INVESTMENT ADVISER
Special Needs Planning

A special needs planning involves planning for 2 generations - One for the special needs child and other for the parents. Special needs planning is integration of a comprehensive financial strategy and a legal strategy which creates a secure future for the family. Building a team which can provide the necessary resources is important for special needs planning.

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INVESTMENT ADVISER
Estate Planning

Life can be exceedingly unpredictable, and more often than not, things don’t turn out the way you intend. Estate planning works as an exception to that rule. It’s a guaranteed fail-safe that comes to the rescue when life takes an unexpected turn! Most importantly, it ensures financial security for the family in case of an unforeseen event such as the demise of an earning member. It also helps to put an end to unnecessary feuds that have the ability to break a family in existing weak moments, as it ensures that the estate is passed on to elected beneficiaries with utmost care and as per instruction.

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INVESTMENT ADVISER
Financial Wellness programme

A Financial Planning Awareness Workshop aims at helping people understand the different areas of financial planning so that they can make smart and informed choices of money. The scope of these workshops involves understanding cash flows, investment decisions, insurance consideration, identifying financial goals and what after you?. The wellness programme thrust on managing your own behaviour while planning for your financial future. Many of these programmes includes role play to understand the real impact of the changes in your financial situation.

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THE BOOK I WROTE

THE BOOK WROTE ABOUT ME

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Helped around 200+ Families from diverse backgrounds across the Globe on their Money and Life goals

Conducted 500+ Workshops and Webinars helping families, children and people know more about money management

100+ workshops only for special needs children families teaching more than 1000 families on financial and legal aspects

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Jitendra PS Solanki

I am a SEBI Registered Investment Adviser with Reg. No. INA00000184. My entrepreneurial journey started in 2010, when I started as a Financial Adviser. I do not believe in quick rich philosophy with investments. Rather I am a fan of asset allocation simply because it gives you peace of mind. My belief is "If you can plan your financial journey today you can secure your future tomorrow". I work with families from diverse background and have exclusive servcies for special needs children families. The book above authored by me speaks more about my understanding of families requirements. For more credentials visit this website.

Certified Financial Planner & Estate Planner

Information For You

Investor Charter

Refer our Investor Charter, as prescribed by SEBI. It contains details of service provided, Investor’s rights, dos and don’ts, responsibilities, etc.
Click here to know more.

Investor Complaints

Refer the disclosure of Investor Complaints, as prescribed by SEBI. It contains details of grievance redressal on monthly basis – updated trackers.
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Audit Status

Our Regulatory Annual Compliance Audit Status,  as required by SEBI / BASL. Click here

SEBI REG. NO INA100000184

What I Do?

Financial Planning

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Estate Planning

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Special Needs Planning

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Wellness Programme

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My blogs

September 29, 2011Jitendra P. S. Solanki0

Insurance Misselling-Read The Experience

Insurance has been on the news since it was opened for private sector. Initially the...
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September 15, 2011Jitendra P. S. Solanki4

Financial Planning for Self Employed & Businessman

Self-employed or starting own business is becoming a  popular option due to growing opportunities. Internet...
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September 11, 2011Jitendra P. S. Solanki2

How to select an appropriate MF Scheme for Investment

Mutual Funds investing is one of the best options an investor has to take exposure...
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September 6, 2011Jitendra P. S. Solanki2

Five Questions which a MF Investor ask today

Queries on Mutual funds investing by investors are very common due to broad spectrum it...
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September 3, 2011Jitendra P. S. Solanki15

Annuities- Are they Viable Option

Very often I meet personnel who are on the verge of retirement. During discussion I...
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September 1, 2011Jitendra P. S. Solanki0

Review of Indian President Portfolio by Me

Few days back, when our President Pratibha Patil declared her assets, Money Mantra Magazine asked...
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