PROFESSIONAL PROFILE – YOGITA DAND

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Professional Profile – Yogita Dand

Name : Yogita Dand
Educational Qualification : B.Com, ICWA (Inter), CFPCM, RLP®
Previous Experience : 19+ years of accounts and finance including being a CFO and Associate in the Past Company and more than 11 years of experience in the Personal Finance Advisory Business.
Profession : Certified Financial Planner and Registered Life Planner with the Kinder Institute of Life Planning, USA.
Email Address : yogitadand@hotmail.com / yogita@svarasa.in
Mobile : 98209 89864
Address : 1A, Pereira Sadan, Opp Natraj Studios, Andheri Kurla Road, Andheri East, Mumbai - 400069

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Our Top Three Deliverables :

Financial well-being camps for employees at corporate, free of cost and one non-obligatory financial counseling session for interested participants of such workshops for half an hour, on a one-to-one basis.
Holistic financial planning for individuals.
Goal-based investment planning and wealth management.

Our Specialisation / USP :

Our USP lies in the fact that we believe that the person is our client and not his money. Hence we understand all his concerns and fears before even getting to his finances and we only make a financial plan and start investments when we have allayed his concerns and fears and built our relation with him to the highest trust level.
We specialise in complete financial solutions for our clients right from risk mitigation and management to investment planning to estate planning.

Our Top 5 Clients

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.

AMFI Registered Mutual Fund Distributor – ARN-71991 | Date of initial registration – 13-Jul-2007 | Current validity of ARN – 12-Jul-2028

Grievance Officer- Yogita Swar Dand | yogitadand@hotmail.com

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