Consult with Certified Finance Planner

Rishabh, CA, CFP has around 10 yrs of experience in Financial Services Sector. He has worked with companies like JP Morgan Chase, Deutsche Bank AG, ICICI Prudential Asset Management Company LTD, IIFL (India Infoline) Group only to name a few, his core expertise lies in Financial Planning and Analysis. Rishabh has also cleared the Investment Adviser Series XA and Series XB exams which qualify for registration as a Registered Investment Adviser (RIA) with SEBI. He also has exposure in working very closely with the Fund Managers while being a Performance Analyst for the Equity markets segment of the Investments team at ICICI Prudential AMC LTD.

  • Financial Planning

  • Retirement Planning

  • Tax Planning

  • Investment Planning

  • Insurance Planning

About Certified Financial Planner Rishabh Lodaya

Financial Planner

Rishabh Lodaya

Rishabh, CA, CFP has around 10 yrs of experience in Financial Services Sector. He has worked with companies like JP Morgan Chase, Deutsche Bank AG, ICICI Prudential Asset Management Company LTD, IIFL (India Infoline) Group only to name a few, his core expertise lies in Financial Planning and Analysis. Rishabh has also cleared the Investment Adviser Series XA and Series XB exams which qualify for registration as a Registered Investment Adviser (RIA) with SEBI. He also has exposure in working very closely with the Fund Managers while being a Performance Analyst for the Equity markets segment of the Investments team at ICICI Prudential AMC LTD.

How Does it Works

Its a Simple 3 Step Process

  • 1) Book a 1:1 consultation with Rishabh

  • 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 Certified Financial Planner Rishabh Lodaya

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FAQ

  • Why should I consult a Certified Financial Planner Rishabh Lodaya

    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 ✔️ Investment Planning ✔️ Minimizing income tax ✔️ Insurance planning ✔️ Other compliances required

  • How does an online finance expert 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.