Rajshree Jhawar | TRANSFORM FINANCIAL SERVICES

About

I am a Chartered accountant by profession and a trader an investor by passion. I love to educate my clients about proper financial planning and help them in achieving their financial goals by giving them a tailor made solution best suitable for their situation. I believe that good financial planning allows you to enjoy your life both in the present and in the future.

Practice at a glance

3

Years of Experience

5

Families Served

₹1

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CA – Chartered Accountant

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Can help you to

Invest for Goals

Plan Retirement

Save Taxes

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with RAJSHREE GAURAV JHAWAR.

30 Minute Q&A — Ask Me Anything

Insurance Portfolio Review