Friday, August 6, 2010

BRIEF on the history of CELEB FINANCIAL PLANNERS Global

CELEB FINANCIAL PLANNERS Global: Established in 2008, as a Financial Planning Company with a vision to mentor the individuals and families on how to take their personal Net Worth from their current status to where they desire. The company works in alignment with the individuals family advisors, a panel appointed by CFP Global and with the consultants from CFP Global. They work in tune to decide the problem areas which have been identified by CFP Global, which are then taken care of with the recommendations we make.


The Chief Financial Planner, AJIT PANICKER, has about 10 years of experience in the corporate world with experiences varying from marketing, sales, finance, wealth management, Financial planning and promotions and industries as INDIAN NAVY, TOURISM, AUTOMOBILES, BANKING, INSURANCE and REAL ESTATES.

http://www.cfpglobal.com

The vision of the company is to create a world of families who are debt free or borne least debt, by devising different consumption and savings planning, creating a contingency fund(emergency fund), devise their investment strategy after analysing their risk appetite, understanding their exact insurance needs on life, health & items.Devising methods by using the products which prune your taxes, plan for a life in retirement, the corpus determination required in retirement life and plan for your estates and wills.

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