Proficient Financial Planners

On 23rd September 2023, we organised a Session on " Financial Planning for Special kids families conducted by Mr. Jitendra Solanki, Founder Special needs Estate planners. Sharing the insightful video link below.

Financial Planning for Special Kids Families This Video explains the difference between traditional Financial Planning versus that required for families with Special kids. It also covers the challenges ...

We did a session on " Creating a Simple will" with Advocate Sanjay Rego. Sharing the youtube link of the session below.

HOW TO MAKE A WILL This video provides detailed information on how to make a simple WILL. It also explains the precautions that one needs to take to ensure that the beneficiari...