Financial Wellness Coach
9006004700
About Bhagyesh Shah's Financial Clinik
Bhagyesh Shah's Financial Clinik is a leading financial consulting firm based in Pune, India. With over 21 years of experience in the field, Bhagyesh Shah is an expert in financial risk management, insurance, wealth portfolio review, comprehensive financial planning, and financial entrepreneurship. Our firm provides customized and comprehensive financial solutions to individuals and businesses. We offer both in-person and online services to clients across different locations. As the co-founder of Financial Clinik, India's leading Human Fintech Financial Advisory Firm, we have a strong reputation for providing top-notch financial advisory services.
My Background
Education - Bhagyesh Shah holds a degree in finance from Pune University. He has also completed various financial certification programs from IIM, NCFM, and III, etc to enhance his knowledge and skills. Bhagyesh Shah has a strong academic background and practical industry experience. He has worked with several reputed financial institutions in the past.​
Specialization - Bhagyesh Shah specializes in providing financial consulting services to individuals and businesses. He has a keen eye for detail and a deep understanding of the financial industry. He has helped numerous clients achieve their financial goals by providing them with personalized and strategic financial solutions.
Who We Help
At Bhagyesh Shah's Financial Clinik, we help individuals and businesses of all sizes achieve their financial goals. We work closely with our clients to understand their unique financial needs and provide them with customized financial solutions. Whether you're looking to save for your child's education, retirement plan, or grow your business, we can help.
How We Do It
At Bhagyesh Shah's Financial Clinik, we follow a comprehensive and strategic approach to financial consulting. We begin by understanding our clients' financial goals and needs. We then analyze their financial situation and create a customized financial plan that is tailored to their specific needs. Our team of experts works closely with our clients to ensure that they understand their financial plan and are comfortable with it. We provide ongoing support and guidance to help our clients achieve their financial goals.
What's in It for You
At Bhagyesh Shah's Financial Clinik, we are committed to providing our clients with top-notch financial advisory services. We understand that every client has unique financial needs, and we work closely with them to provide customized financial solutions. Our team of experts has the knowledge and experience to help our clients achieve their financial goals. We provide personalized attention and ongoing support to ensure that our clients are satisfied with our services.