Iksha Deven Lodaya
Practice at a glance
1
Years of Experience
5
Families Served
₹0.5
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings: --
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
QPFP – Qualified Personal Finance Professional
Education
Formal Education
BAF – Bachelor of Accounting & Finance
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Iksha Deven Lodaya.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check