Steven Fernandes
Owner at Proficient Financial Planners
Based in Thane, India
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Seniority
C-Team
Department
General Business & Management
Location
Thane
Industry
Financial Services
Company size
3
Contact information
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s•••••••@proficientplanners.in
Phone
5 credits+91 ••• •••• ••••
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Background
About Steven Fernandes
Professional Experience: 2014 till Date - Fee only Sebi Registered Investment Advisor 2010 : Chief Financial Planner at Proficient Financial Planners 2010 till 2014:Visiting Faculty at Financial Planning Academy, ICICI Direct - Center for learning & NJ Gurukul. 2009 onward : Providing comprehensive Financial Planning services. 2001 till 2009 : Insurance & Mutual Funds advisor. 1996 to 2001 : Worked as Business Executive with "Repro India Ltd"- A print & allied services company in Mumbai Goals: 1. To Establish Financial planning services Firm with best ethical practices. To be counted among the top notch financial planners in India Specialties: Preparing Comprehensive Financial Plans Wealth Management services Advisor on Risk Management & Investments Retirement Planning Budgeting & Cashflow management
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