introduction - integrated wealth management pvt ltd
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Prashant ShahCertified Financial Planner
16, Naman Plaza, Behind Shopper Stop, SV Road, Kandivali West- 400067Mobile:- 9820501916, Email:- [email protected],
Website;- www.integratedwealth.co.in
iFAST Financial India Pvt Ltd
NJ Insurance Broker
J.M, Bajaj, HDFC, Mahindra, Shriram, A.K. Capital
9820501916
www.integratedwealth.co.in
Certified Financial Planner
Chartered Wealth Manager About
Contact
Education & Certificate
Designation
Empanelled
IRDA - Insurance
AMFI- Mutual Funds
Director of Integrated Wealth Management Pvt Ltd
Financial Planning is an ongoing Process to help you make sensible decision about money that can help you to achieve your goals in life.
House Purchase
Children’s Education
Retirement Corpus
Annual Vacations
World Tour
Car Purchase
Children’s Marriage
House Renovations
Vacation Home
NOW
Name Mr. A Mr. B Mr. C
Current Age 25 35 45Investment Amount (per
month) 5000 10000 20000
Retirement Age 60 60 60Total Investment 21,00,000 30,00,000 36,00,000
Current Value 290,07,786 179,20,072 100,20,787Returns (CAGR) 12% 12% 12%
1) Is your Planner giving you a product or a service?
He is giving you advice, on which products to invest and When to invest, which is essentially a service!
2) How do you Judge a good Service?
Is it cost or is it Quality and Value of ServiceFor Serious matters, do you go to the cheapest doctor or to the cheapest CA or to the cheapest Lawyer.Is there anything more important than moneyWill YOU work for Free or a FEE
The cost of not paying fees will be much higher than the cost of paying fees !!
Comprehensive Financial Planning
Implementation of Financial Plan
Annual Review of Financial Plan
Since I first sought financial planning guidance from Prashant Shah in 2007, I have benefited from his advice on investments as well as in covering risks. Prashant always provided me with expert advice, timely follow-up and thoughtful guidance on planning for funds to meet major life goals like my son’s higher education, retirement, home purchase among others. He has enabled me to track my investments thorough an online platform which helps me get visibility to my investments at any point of time. Approaching financial planning in a methodical manner has given me the confidence that my family’s future is secure and protected. I have no hesitation in recommending Prashant as a first class financial adviser.”
-Sandeep Shetty
“One thing I was very lazy in my life about financial planning for self, but the whole scenario changed ever since I met Prashant. He has not only met but surpassed my expectations of working with financial adviser. He takes the time to really know his clients which gives me a lot of confidence, that not just my financial goals are well understood, but has given me a great comfort level. He regularly provides updates and has always been available to answer any questions or to explain options within my portfolio. Prashant has been God sent and has made my financial planning so much easier. Thanks Prashant for your guidance”
-Hament Ahuja – Managing Partner, White Slip
Prashant ShahCertified Financial PlannerIntegrated Wealth Management Pvt Ltd