Financial planners Mr. He has a 15 years experience as a financial planner.
Aashish garg is a Chief Financial planner at FIRST STEP FINANCIAL SOLUTIONS , he is a qualified CS & CA(I) and is a B.com (H), graduate from Delhi university , he has done his schooling from MAYO COLLEGE, AJMER and was in his practice as a Company secretary till 2006 before starting as an Independent Financial planner. His client base includes Corporates, salaried individuals, self employed Profe
ssionals & Businessmen , NRI's and all middle segment group who is serious to make a difference to their financial security in a stable manner. He is a member of globally recognised Million Dollar Round Table ( MDRT) forum and other such elite clubs. He has also got CLISP, LIMRA, Kinder Brother and also the Executive council and CEO council professional recognitions to his credit. He has sound knowledge in the field of corporate taxation and company Laws and has his expertise in
1.Goal based planning (Retirement, child education etc.)
2.Employer Employee retention planning for corporates,
3.Life Insurance & Business Insurances, MWPA cases
4.Corporate and Individual Mediclaims.
5.Mutual funds : Lumpsum, Sips .
6.Portfolio Management services ( PMS)
7.Senior Citizen Financial / Liquidity Management.
8.Niche Investment instruments with Tax free and Guaranteed Outlook based on the Fact analysis .
9. Timely review of the financial plan so it remains in tandem with the objectives seeked.
10. Personal touch approach with quick revert and discusion of all queries on personal basis. He has been instrumental in creating and developing a due diligence unit in his firm which continously strives to analyse and evaluate all products across companies in order to get the most comprehensively planned instruments for their clients without any bias towards a particular company, the idea is to educate people so that they can take informed decisions for their future without any ambiguity.
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