Ultimate Financial Planning Guide

Ultimate Financial Planning Guide is a simple, easy to understand & a crisp guide to your personal financial planning. This book details out following key steps involved in the process of financial planning: Monthly Budgeting, Assessing Financial Risk Profile, Assessing Income & Expenses and Assets & Liabilities, Assessing Insurance Needs, Financial Goal & Retirement Planning, Asset Allocation. More
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About Nikhil Kale

Nikhil Kale is a Commerce graduate and holds a Master of Business Administration degree with specialization in Finance. He has also successfully completed the Certified Financial Planner Certification course.

Been interested in the field of Finance and Economics, post completing his formal education, Nikhil has been working fulltime in Banking, Financial services and Insurance (BFSI) Industry. He has worked extensively in the field of Wealth Management and has expertise in Research & Investment Advisory, Design & Distribution of Financial Products and formulating Business Strategy.

Nikhil has designed detailed and customized financial plans for over 1,200 clients. Each plan designed had meticulous planning of financial budgets, financial goals, retirement planning, insurance requirements & investment portfolio.

Nikhil aims at sharing his knowledge on personal finance by making simple, easy to use and affordable financial products to help people take control of their finances and achieve a secured financial life.


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