Experience

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  Venkatlakshmi financial advisory llp

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  Chief financial planner
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  Integra financial

  Jan 2001 - Jan 2005

  Proprietor
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  Proprietorship

  Jan 2005 - now

  Proprietor

  From 1978 to 1998 worked for Procter and Gamble in managing sales and in Sales training.Personal Finance Management System The personal finance portal www.myassetz.com will provide the following services to my customers1. Life Cycle Financial Planning a. Assessing the risk profile of the customer, current income levels and expenses, current investments and current risk cover available to protect the family in his absence. b. Based on the Data provided by customers we help them define their financial goals for their life cycle. c. They will also get to hear from us by way of recommendation on action to be taken which will help them achieve their financial goals d. They can track their goals – daily2. Facility to calculate Income Tax returns .3. Daily and Monthly Budget Trackers a. Monthly Budget planning exercise enabled and month end Plan versus b. To know the month end actual position a Daily Tracker is also provided 4. Current Asset Allocation pattern and the returns generated by the portfolio, updating daily a. Recommendation on re balancing the Asset Allocation b. Calculation of Net Worth c. Debt Restructuring 5. Document Storage System - sufficient space to store all the relevant documents in neatly organized folders a. Property related b. Identity related c. Investments related d. Medical history related e. Employment related f. Education related g. Bank / Credit card related h. Liability related – Home loans etc6. On line purchase and selling facility for some of the asset classes My name is Sankar a Certified Financial Planner and a Charted Financial Analyst Kalpagam is FCA a practicing Chartered Accountant.VSANKAR Show less