Anthony Lobo
Certified Financial Planner at Aspire Financial Services
Based in Mumbai, India
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Seniority
Staff
Department
Finance & Accounting
Location
Mumbai
Industry
Financial Services
Company size
8
Contact information
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a•••••••@aspirefinserv.co.in
Phone
5 credits+91 ••• •••• ••••
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Background
About Anthony Lobo
Result oriented, proactive and hard working CERTIFIED FINANCIAL PLANNER and CHARTERED ACCOUNTANT with 23 years of Finance domain Experience Comprehensive Financial Plan Construction, based on Personalized Goals and Needs, after review of current Investments. Monitoring and review of the Financial Plan to achieve the goals Planing includes - Investment Planning and Portfolio Management - Tax Planning - Estate Planning - Retirement Planning - Insurance Planning Outstanding communication skills, verbal as well as written coupled with exceptional presentation skills.
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