Sudhir Sinha,Certified Financial Planner & Chartered Wealth Manager

26/07/2020

Starting new batch in the first week of August,2020 for Wealth Management.call at what's app no-9835025328

14/06/2019

Many of us approach tax planning as a recurring headache that has to be got rid of somehow.As the end of the financial year approaches and the account ask for investment proofs,we tend to scramble for any tax -saving instruments.Many of us even fall prey to unscrupulous sales people,who peddle us some investment products not quite suited to our needs.Not planning for income tax properly is a serious investment mistakes.Talk to us for proper tax planning.

Sudhir Sinha
CFP CM,CWM,AIM

My Services : Goal Based Financial Planning,Wealth Management , Guide,Coach, Trainner,CFP(FPSB),CWM(AAFM),

MBA ( Finance).

24/05/2019

We are organising a comprehensive 10 days workshop on" Financial Planning, Wealth Management, Mutual Funds and Stock Market Operations".
Participation Fee's Rs 5000/- per person.Trainer : Sudhir Sinha CFP CM, Chartered Wealth Manager and Alternative Investment Manager having 18 years Experience .

16/05/2019

Starting Summer Batch for Chartered Wealth Manager program (CWM) -Call 9835015328

09/01/2019

Financial Gurukul is an initiative by group of professionals having 18 yrs. + Experience in Capital Markets Operations , Financial Planning & Wealth Management Industry based at Patna. Those who are seeking guidance in developing relationship Management ,Core Financial Advisory Skills ,Art of Wealth Management & Goal based financial planning can contact us at ;
9835015328/9835049123/9693296971 (11-5 pm)

07/01/2019

Hi,

I am a qualified Chartered Wealth Manage(CWM) from AAFM and Certified Financial Planner(CFP CM) based in Patna.If you are interested in teaching guidance on above two certifications or wants to start your own ventures or looking for lucrative career in Banking and Finance domain. Call -9835015328

20/12/2018

Become a Chartered Wealth Manager (CWM)

Learn the Art of Wealth creation & Wealth Management from Qualified Chartred Wealth Manager and Industry Experts having 18 years + Experience. Call -9835015328 (between 11 AM---5 P.M ) ). New Batch from January ,2019 1st week.

18/12/2018

Golden Rule for Financial Planning : "It is better to first invest, and then spent out of what is left, rather than to first spend, and then invest what is left ." Do your financial planning talk ..

17/12/2018

Why a family fails to create Wealth !

* Not having proper Financial Planning.
* Delay in Investments .
* Lack of Financial Education .
* Choose the wrong typeof Financial Products.
* Not consult with Financial Advisors .
* Not keeping patience ,if Aleady invested.

Success Mantra :

* Always Consult a Financial Advisors.
* Don't put All eggs in one basket.
* Choose the right Assets class.
* Don't delay in Investments .
* Create a Buffer for emergencies.
* Increase your Financial Knowledge level .