Saurabh Bhargava, CFPCM is a Certified Financial Planner and hold a CFP degree to go along with 10 year’s of experience in diverse facets of Banking – Investment Advisory,Relationship Management & Commercial Banking. Fully dedicated towards adding to existing skill set & experience and excel in the areas of Wealth Management.
Acting as a “Family CFO” to high networth individuals. Help formulate comprehensive financial plans based on risk profiling of the client. Advise clients based on asset allocation – rebalancing and reallocation of portfolio.
Manage end-to-end relationships – advisory, recommendation, execution. Manage the risk and return expectations. Management of existing relationships. Assist in Estate Planning / Real Estate advisory / Wealth protection / Alternate investment avenues / Private Equity.