Shubhangi Salvi

FAQ About Shubhangi Salvi

• What is Shubhangi Salvi's address?

  Shubhangi Salvi is located at
  Pune, Pune, India

• What is Shubhangi Salvi's job title?

  Shubhangi Salvi is a
  Investment Advisor Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering client questions about investment plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives. Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting clients' financial goals. Preparing or interpreting financial document summaries, investment performance reports and income projections for clients. Implementing financial plans or referring clients to professionals who can help them. Managing and updating client portfolios. Contacting clients regularly to discover changes in their financial status. Building and maintaining your client base. Self Employed

• What industry does Shubhangi Salvi currently work in?

  Shubhangi Salvi currently works in the
  Self Employed

• What is Shubhangi Salvi's area of expertise?

  Shubhangi Salvi specializes in
  Investment Advisor Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering client questions about investment plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives. Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting clients' financial goals. Preparing or interpreting financial document summaries, investment performance reports and income projections for clients. Implementing financial plans or referring clients to professionals who can help them. Managing and updating client portfolios. Contacting clients regularly to discover changes in their financial status. Building and maintaining your client base.

• Which languages does Shubhangi Salvi speak? 

  Shubhangi Salvi speaks the following languages:
  No languages available.

• Which industries has Shubhangi Salvi previously worked in?   

  Shubhangi Salvi has prior experience in the following industries:
  Iara Hr Services , Non Profit Organisation Pune

• What is Shubhangi Salvi’s work experience?  

  Shubhangi Salvi has the following professional experience:
  Self Employed , Linkedinwonderwoman , Global Goodwill Ambassadors , Iara Hr Services , Iara Hr Services , Non Profit Organisation Pune , Self Employed .

• How can I find Shubhangi Salvi on LinkedIn?  

  You can view Shubhangi Salvi’s
  LinkedIn profile at LinkedIn URL.

• What are Shubhangi Salvi’s work email addresses?  

  Shubhangi Salvi’s work email addresses are
  [email protected] .

• What company does Shubhangi Salvi work for?  

  Shubhangi Salvi works at
  Self Employed