Disclaimer – The Sample Financial Plan is for informational purposes only, you should not construe any such information or other material as insurance, tax, investment, financial, or other advice. Nothing contained in Sample Financial Plan is a solicitation, recommendation, endorsement, or offer by MoneyChai. If you have any doubts as to the merits of Sample Financial Plan, you should seek advice from an independent financial advisor.
Hi,
I am Ajay Pruthi, an alumnus of NIT Jalandhar and K.J. Somaiya Institute of Management Studies. I have over 10 years of experience in the field of insurance and have worked with top two private insurance players in the country.
I am a Certified Financial Planner and currently working as a Paraplanner with Mr. Melvin Joseph, founder of Finvin Financial Planners.
If you liked my blog and want to discuss further on comprehensive fee only financial planning, feel free to get in touch by visiting Finvin Financial Planners.