Savani Katre

Chartered Accountant with experience of 15+ years in financial markets and services (Investment Practioner since 2013, equity research analyst for 6-years). I am engaged in providing Comprehensive personal financial services including, but not limited to: • Assessment of current finances/investments, creating customized goal-based investment plans and execution of the plan • Assessing insurance need and guidance on suitable insurance products • Suitable allocation of existing and additional investments as per goals • Financial restructuring and creation of action plans to generate/increase investible surplus from existing cash flows • Cash flow, expense management for individuals • Continuous monitoring of investments and periodic review and rebalancing of the portfolio • Guidance on tax planning • Portfolio administration (KYC, nomination, capital gain workings, etc)