Jayanth calls himself an 'Investment Student' at MoneyGuide. IRDA license both Life and General Insurance.NCFM certification in Derivatives Market (Dealers) Module, from NSE.NCFM certification in Capital Market (Dealers) Module, from NSE.NCFM certification in AMFI-Mutual Fund (Advisors) Module, from NSE. Certified Financial Planner (CFPCM), from Financial Planning Standards Board India.PGDFA from Indian Institute of Banking & Finance, MUMBAI.He also wishes to open public library & display all his collection when he retires. Sathish has been an investment consultant for past 6 years and has 15 years of experience in financial services industry.Īn avid reader, sports enthusiast, Indian cricket fan & he dearly wishes for more Gold medals to India in Olympics. Sathish Padakannaya calls himself a 'Chief Strategist' at MoneyGuide. We provide simplified & uncomplicated advice. At MoneyGuide you will find a wealth of knowledge and expertise in the field of finance & investments. We are located at Jayanagar 3rd block, Bangalore and have been in the financial planning business since 2008. It is for that reason that we provide Financial Planning only in conjunction with Investment Management. In order to enable every client to achieve their financial goals, it is imperative that a financial plan is not only tailored to suit their needs, but also that it is properly executed. It is our belief that both Financial Planning and Investment Management are not mutually exclusive. We provide every client with customized Financial Planning and an Investment Management strategy designed to suit their individual needs. Our approach is to integrate your financial planning and Investment Management needs into one comprehensive program designed for your overall long-term financial goals and objectives. Read more about Goal Planning & Monitoring here.MoneyGuide provides individuals and families with comprehensive financial planning & Investment Management services. Because the software is integrated with your client’s information and offers intelligent defaults, you can build a robust retirement analysis in minutes with minimal data input. Goal Planning & Monitoring: This online financial planning software, powered by MoneyGuidePro ®, enables you to create interactive goal plans for clients, build actionable recommendations and monitor plans to help keep clients on track. It’s the ideal tool for creating professional presentations and seminars. You’ll get access to the highly respected Ibbotson Stocks, Bonds, Bills and Inflation graph – and nearly 100 more. Ibbotson Asset Allocation Library: This online inventory of PowerPoint presentations offers a wide range of investment and asset allocation concepts. Knowledge is power – and this library delivers both. The library’s powerful search engine gives you instant access to a host of investment and financial planning-related articles, charts and tables, all of which may be electronically placed into your customized stationery and used under your byline. The Financial Planning Suite features three primary components:įinancial Planning Library – Forefield: Stay ahead of the curve with a large online database of knowledge that is both clearly written and easy to navigate. Whether you need to create a “10-minute plan” or a comprehensive financial presentation, this system will save you time and set you apart from the competition. Created with today’s advisor in mind, this best-in-class planning tool is key to serving your clients more thoroughly while you uncover new opportunities. Your position as a well-informed professional will only be enhanced by the cutting-edge information and functionality available through Raymond James’ Financial Planning Suite.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |