Charmi Shah

Experience

• 

  Viral Kothari

  Oct 2018 - now

  Financial Planner

  - Establishing and defining the relationship with HNI clients to get a vision of their goals, intentions, challenges, and opportunities unique to their situation and circumstances. - Gathering relevant data about the client’s financial information with a collection of necessary documents and structured questioning.- Analyzing and evaluating the financial data and other answers to our intake questionnaire to get an in-depth understanding of the client’s situation, risk profile, product suitability, and suitable asset allocation.- Developing the proposal with suggestions and alternatives. - Presenting the Proposal wherein a clear explanation of exactly what the client needs to do to achieve their financial goals and build the wealth to support the life they would desire and deserve. - Implementing the proposal and Coaching clients to continue working with the plan, through all the cycles of the economy, and all the fads and fears of the market- Monitoring the progress and Rebalancing annually Show less