Consult with CFP Nilesh Todarmal

I am a Certified Financial Planner CFPCM with experience of more than 13 years in Financial Services. I have played various roles to spread awareness on importance of Financial Planning by conducting workshops and seminars in corporates and colleges.

  • Financial Planning

  • Retirement Planning

  • Tax Planning

  • Investment Strategies

  • Insurance Planning

About CFP Nilesh Todarmal

CFP

Nilesh Todarmal

I am a Certified Financial Planner CFPCM with experience of more than 13 years in Financial Services. I have played various roles to spread awareness on importance of Financial Planning by conducting workshops and seminars in corporates and colleges. I had been couched and guided more than 50 CFP aspirants and helped them become CFP and set up their practice successfully. This ensures they play responsible role by guiding and helping people to have holistic way looking at their Financial Life instead of just selling the products. I focus on your goals and work with all areas of your financial life — Budgeting, Risk Management & Insurance Planning, Education Planning, Investment Strategies, Retirement Planning, Succession Planning, Tax Planning and more.

How Does it Works

Its a Simple 3 Step Process

  • 1) Book a 1:1 consultation with Nilesh

  • 2) Our team with get back with the date, time & details of the call

  • 3) Have a 1:1 consultation with the expert and get answers to all your questions

Why Koppr

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Consult Now with CFP Nilesh Todarmal

50% off for 1st 100 consultations

FAQ

  • Why should I consult a Certified Financial Planner?

    Consulting a certified financial planner is important because he/she is a compliance expert to effectively assess your current financial situation and goals Will help you develop a comprehensive plan that addresses your major areas of financial concern: retirement, college planning, insurance, avoiding estate tax, etc. One must hire a CFP for following reasons: ✔️ Investment growth ✔️ GST return filing ✔️ Year-end reporting ✔️ Investment Planning ✔️ Minimizing income tax ✔️ Insurance planning ✔️ Other compliances required

  • How does an online CFP consultation work?

    Consulting a CFP online is very simple and an effective way of getting professional advice. 1) You book an consolation with the CFP 2) We schedule a call 3) Speak with the expert and get answers to all your questions

  • How do I make best use of this session?

    Keep a list of questions and relevant documents handy with you. Make sure you ask specific questions so that our expert can guide you in a precise manner.

  • What should I do if I need regular advice from an expert?

    Our team will be happy to assist you with custom packages wherein you can book multiple sessions with our experts.