Sunil Chachlani - Personal Finance Professional

Experience

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  RPG Paging Services Ltd

  May 1994 - Apr 1996

  Sales Executive
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  Holiday Inn Ahmedabad

  Jun 1996 - Dec 1998

  Sr. Executive - Accounts & Systems

  MIS reporting, managing payables & receivables was part of my profile.

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  Let Money Work

  Apr 1998 - now

  Financial Wellness Coach

  Let Money Work (formerly Precious Financial Planners) pioneers in the fields of Financial Planning & allied services. We provide comprehensive financial planning services with step by step process to help you achieve financial freedom by creating ever growing wealth. All our solutions are customized to individual needs supported by continuous education and review of client’s Investment habits. We help our clients develop the habit of Investing and Saving, we make it their lifestyle habit and therefore through regular meetings and check ups help them focus on their most important goals.We offer following financial planning solutions :Cash Flow PlanningInsurance & Risk ManagementInvestments PlanningBlueprint For Goal AchievementRetirement PlanningTax AdvisoryEstate Planning AdvisoryAlternate Investment PlanningOur Client engagement process includes :Need Analysis2. Financial Plan Presentation3. Executing The Investments4. Review Meetings5. Client Education Program6. Investment Monitoring & Checks7. Investment Modifications8. Advisory & Support Show less

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  LIC of India

  Jun 1998 - May 2014

  Advisor

  I worked full time as an Insurance & Investment Advisor concentrating on investment planning thereby facilitating Tax Planning and Risk Management.

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  Dodsal Corporation Pvt Ltd

  Sept 2006 - Dec 2007

  Asst Mgr - MIS

  Analyzing cost & revenue centres of the Pizza Hut Stores was the prime responsibility at Dodsa.

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  Aditya Birla Retail Limited

  Dec 2007 - Oct 2008

  Deputy Manager

  Heading the MIS team of the Recruitment & Training department. I had to analyze not only the money aspect of the department w.r.t to expenses incurred but also for quality assessment of the trainers and the employees.