Experienced with a demonstrated history of working in the financial markets industry. Skilled in Microsoft Word, Sales, Public Speaking, Management, and Leadership. Strong operations professional with a CMA - Financial & Cost Accounting focused in Business and Personal/Financial Services Marketing Operations from Institute of Cost Accountants of India and Strong operations professional with a CFP - Personal/Financial Services. He become a Director of EDRICA GROUP in 2019.
Company provides often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners).
Financial planning should cover all areas of the client's financial needs and should result in the achievement of each of the client's goals as required. The scope of planning would usually include the following:
*Risk Management and Insurance Planning*
Managing cash flow risks through sound risk management and insurance techniques.
*Investment and Planning Issues*
Planning, creating and managing capital accumulation to generate future capital and cash flows for reinvestment and spending, including managing for risk-adjusted returns and to deal with inflation.
*Retirement Planning*
Planning to ensure financial independence at retirement.
*Tax Planning*
Planning for the reduction of tax liabilities and the freeing-up of cash flows for other purposes.
Thank you.