Strategic Financial Services
We have specialized in helping senior executives and businessmen manage their personal finances for the past 33 years. We specialize in Personal Financial planning through which you can create, conserve and protect your financial resources. Our relationship with our clients is a Partnership – we bring our experience, best practices and tools to apply to clients unique requirements. We offer a wide range of solutions:> At Personal Level. • Personal Financial Planning • Retirement Planning • Tax Free Products • Health Insurance > At Corporate Level. • Gratuity Planning • Superannuation Planning • Employer-Employee Benefit Program • Mutual fund all AMCs & Schemes
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Verified contacts
7
available on Kipplo
LinkedIn employees
14
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
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tools in use
Monthly traffic
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- AP
Aditi Pandit Rode
Partner · General Business & Management
EmailPhone - AM
Anil Manuja
Founder & CEO · General Business & Management
EmailPhone - TO
Tawnya Ostigaard
Business Operations Specialist · Operations
EmailPhone
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Top roles at Strategic Financial Services
6 distinct titles indexed · top 6 shown.
- 2partner
- 1business operations specialist
- 1chief executive officer
- 1financial advisor
- 1founder & ceo
- 1registered representative co-owner
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