Consult with CA Sanchit Jain

As Senior Product Manager with B&K, I help clients identify the best ways to achieve their financial goals through risk-reward optimisation. I oversee client-oriented functions like risk profiling, financial planning, portfolio reviews and asset allocation & recommendation. I also research and analyse various financial products including Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds(AIF) and Structured Products. Consult with me on:

  • Financial Planning

  • Tax Planning / Filing

  • Mutual Funds

  • Stock Market

  • Accounting

About CA Sanchit Jain

CA

Sanchit Jain

Senior Product Manager with B&K, I help clients identify the best ways to achieve their financial goals through risk-reward optimisation. I oversee client-oriented functions like risk profiling, financial planning, portfolio reviews and asset allocation & recommendation. I also research and analyze various financial products including Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds(AIF) and Structured Products.

How Does it Works

Its a Simple 3 Step Process

  • 1) Book a 1:1 consultation with Sanchit

  • 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 CA Sanchit

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.