'Your Investment Planner' is an initiative to spread Financial Literacy among common man.
Nowadays you keep on listening or meeting people who curse the sales personnel who have mis-sold them a policy or a person who has created wrong illusions of maturity/profit of a particular financial product in eyes of the buyer.
On this platform you will find articles, updates, views, comparison etc. of various financial products & their suitability & fitment for an individual so as such mis-selling can be avoided to large extent. We are also an active distributor of (deal directly in) Mutual Fund Schemes available in India for all other products we only share our views & doesn’t deal in them directly.
Tanay Rastogi is an Independent Financial Advisor from Lucknow with over 10 years of experienced in Investment Advisory. He had successfully completed his MBA in Marketing & Finance in 2006, post which got offer from one of the Leading Private Sector Bank for wealth advisory to their clients, since then it has been over 10 years now, he has been associated with multiple Indian Private Sector Bank working in capacity of Wealth Manager/Investment Advisor.
While fulfilling his duties with Bank, one day he recognize that to leverage best of products & right proposition to clients it’s quite essential to break the barrier of product proposition defined by the bank or financial institutions & shall give the client what is ‘RIGHT and BEST’ for his long term growth. As the only way one can be associated with client for lifelong is by giving him unbiased advice that too tailor-made as per each individual’s requirement.
This inner zeal of spreading Financial Literacy has enabled him to start up his own venture- “YOUR INVESTMENT PLANNER “.
YOUR INVESTMENT PLANNER is a platform, which guides you what is the RIGHT WAY for wealth creation, employing the hard earned Money in the right manner taking in consideration the long term goal/ goals and fund flow management for Multiple Milestones of one’s life.