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 member and other for the parent. Special needs planning is integration of a comprehensive financial strategy and a legal strategy. Without this integration its difficult to provide for a secure future to the special needs dependent. The special needs planning proicess revolves around these 2 aspects - Financial and Legal . Building a team which can provide the necessary resources is important for any special needs family.

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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 yoru financial situation.

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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 3000 families on financial and legal aspects

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Jitendra PS Solanki

I am a SEBI Registered Investment advisor with Regd 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. I work with families from diverse background prominent being special needs children families. The book above speaks more about my undreatnding of their requirements.

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.
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Investor Complaints

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Audit Status

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

SEBI REG NO INA 100000184

What I Do?

Financial Planning

Estate Planning

Special Needs Planning

Wellness Programme

My blogs

Why Direct Equity May Not Be For You?

When it comes to wealth creation than Investing in equities is a much desirable option...

Pradhan Mantri Yojana – A Step Towards Bigger Financial Inclusion

Three Pradhan Mantri Yojana have been introduced aiming at a wider financial inclusion. Pradhan Mantri...

Ask Us: Misconceptions In Online Term Insurance

I have received numerous queries on online term insurance and every query seems to suggest...

Tips To Simplify Health Insurance Claim

Many of us face hurdles while claiming expenses from  health insurance policy. Company delaying the...

Why Disability Risk Can’t Be Ignored?

While people often cover the risks to life and health, there is hardly any importance...

Why Emotions Should Not Rule Finances?

The financial decisions we take has a lot of emotions attached to them. Be it...