Bachatyojana– we financial advises individuals in managing their personal finances. we as financial planners help clients create personal budgets, control expenditures, set goals for saving, and implement strategies for accumulating wealth.
Our Duties & Responsibilities:
Providing financial planning, insurance, and investment services to clients
we Ensure client records are maintained and kept current
Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect their finances
we Acting as a liaison between the client and other financial professionals
we Guiding clients through personal financial analysis, including goal setting
we Assist clients with estate management, tax returns, budgets, or other financial tasks