Suchismita Jena, Certified Financial Planner (CFP), AMFI Registered Mutual Fund Distributor provides comprehensive financial planning advice to individuals. We assist clients with investing, retirement planning, estate planning, and tax law.
As a CFP passed a series of strict requirements and maintains ongoing ethical and educational duties to give you comprehensive financial advice.
We have a fiduciary duty to provide advice to our client’s best interest, even if it is not in the advisor’s financial interest.
We as financial planners also help clients create personal budgets, establish objectives for saving, minimize, control, and/or manage expenses, and implement the necessary steps for creating and accumulating wealth.
We are not charging any form of service fee. All the consultation and investment related guidance is free of cost.