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Estate Planning

Estate Planning

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Wealth Protection

Wealth Protection

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Wealth Accumulation

Wealth Accumulation

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Wealth Distribution

Wealth Distribution

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Contingency Planning

Contingency Planning

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Debt Management

Debt Management

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Rajesh Sahane is a CERTIFIED FINANCIAL PLANNERCM focused on comprehensive Financial Planning and Tax & Estate Planning issues for private clients. He has earned the CFPCM designation from the Financial Planning Standard Board, India.
CFPCM certification is the highest professional designation that can be given to a financial planner. It is the most prestigious and internationally accepted qualification, recognized and respected by the global financial community, rated as Gold Standard by Wall Street Journal.
He lectures frequently on topics such as Retirement Planning, Human Life Value and Insurance Planning, investment planning, planning for children education and Marriage, tax efficient income generation, Tax Planning & estate planning.
He started his career in the Financial Industry in the year 2001, by joining Birla Sun Life Insurance Co.Ltd., as an Insurance Advisor, He is the first Advisor from BSLI Chembur branch who attended the MILLION DOLLAR ROUND TABLE CONFERENCE (MDRT) at Los Angeles in the year 2004. He is also associated with Bajaj Allianz General Insurance Co.Ltd., since 2007. He passed his AMFI-Mutual Fund (Advisor)Module exam in the year 2007.
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Nature of Business

Service Provider

Legal Status of Firm

Individual - Proprietor

GST Number

27AMLPS7127D1ZT
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