Consult with CFP Yogita Dand

Yogita Dand, Co-Founder, Asky Financial Services having been passionate about finance since her childhood, has a rich experience in the finance and accounts field, having worked for about 20 years in the same field. Upon completing her CFP certification course in 2011, she found her calling in financial planning and wealth management and quit her lucrative job to pursue her dream and passion.

  • Financial Planning

  • Wealth Management

  • Life Coaching

  • Insurance

  • Wills Planning Law

About CFP Yogita Dand

CFP

Yogita Dand

Yogita Dand, Co-Founder, Asky Financial Services having been passionate about finance since her childhood, has rich experience in the finance and accounts field, having worked for about 20 years in the same field. Till the year 2010, she was working as a CFO in a private company, and also carried on investment advisory business alongside, albeit on a small scale. Upon completing her CFP certification course in 2011, she found her calling in financial planning and wealth management and quit her lucrative job to pursue her dream and passion. She has since been working in close association with the Winvestor campaign run by DSP Blackrock Fund Managers P.Ltd, an initiative for educating the women investors as also successfully managing the firm along with Co-Founder Anil Gulrajani.

How Does it Works

Its a Simple 3 Step Process

  • 1) Book a 1:1 consultation with Yogita

  • 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

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Consult Now with CFP Yogita Dand

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.