Rajesh Joshi Financial please
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I am Certified financial planner and fundamental equity analyst. Have been teaching traders and investors to be financial freedom. By risk management, asset allocation. My honest approch and experience makes me a great teacher. I understand risk management and clients behavior towards the financial planning. Along with it i am full time options trader since last 15 years. I don't hesitate to accept mistakes. Overall my clients are accros Europe and USA india 🇮🇳. So don't worry about you being stuck in financial planning. Do post your contact details. Take care

Subjects

  • Finance Grade 4-Masters/Postgraduate

  • Financial Planning Masters/Postgraduate

  • Options Strategy Trading Beginner-Expert

  • Investment and wealth management Beginner-Expert

  • Options trading Masters/Postgraduate

Experience

  • Owner (Nov, 2010–Present) at Kaleidoscope financial services
    Financial management, planning, risk planning
  • Owner (Mar, 2004–Present) at Kaleidoscope financial services
    I am fulltime Options trader Since last 15 years. And have many students across Maharashtra. Along with this I am wealth manager and risk manager too for last over 20 years. Manage Investment portfolio of many clients. Also specialised in Unlisted shares too. Which is very unique in this field.

Education

  • CFP (Nov, 2010–Dec, 2011) from Certified Financial Planner Board of Standards (CFP Board) The United States of America

Fee details

    ₹10,000–25,000/month (US$118.92–297.30/month)

    Fees depends on what clients needs

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