MY MONEYPAL
The objective of the blog is to express and put forth views on any money or finance related matter that we may come across in our routine lives. Be it an ongoing financial or economic event or a product or any other related subject. Idea is to deliberate upon the complex world of finance in layman’s language for anyone to have a better understanding.
None of the articles on this blog be taken as an advice, as it is always subject to everyone’s personal situation and will vary person to person. The opinion in the articles will be strictly my personal views and one may or may not agree with the same.
KAUSTUBH WADEKAR
Kaustubh has a rich experience of over 15 years in advising high net worth individuals, non-resident Indians (based in South East Asia, Dubai, USA, Canada and Australia), entrepreneurs and corporates on risk management, asset allocation and wealth/cash flow management strategies. His advice has always been unbiased and towards helping his clients to make an informed and well-planned financial decision.
He has a keen focus on understanding clients’ current overall situation in detail and then formulating a broad based forward looking strategies on the basis of strong domain knowledge and a definite scientific approach. This makes overall financial planning based on sound fundamentals that optimize portfolio returns with efficient risk management and appropriate asset allocation.
Specialities–
1. Extensive experience in working with High Net Worth Individuals, NRIs & Corporates
2. Financial & Life Planning
3. Asset Management
4. Risk Management
5. Business & Home Finance
6. Real Estate
7. Research & Analysis
8. Product Knowledge