Anudeep Yadav
Investment/Wealth Advisor
Investment Advisor with SEBI license under Reg. No INA000020961. Personal finance fine tuning,wealth preservation & growth is the mission.
Most important, being your own boss and promise of being able to provide no conflict of interest service to those who value.
For those interested in past ,
Change the field after 2 decades in Power sector. Was privileged to serve people of India under State govt utility ( UP) , Central Govt owned NBFC (IREDA) during past 2 decades.
Six years in Engineering, 14 years in Renewable Energy Project financing & Power sector stress asset resolution, sanctions, disbursements,Stress resolution incl Bankruptcy deals done and dusted.
'BEEN THERE , DONE THAT,... and left the T Shirt
Anudeep Yadav is a SEBI Registered Research Analyst (RA) based in Delhi, Delhi, registered with SEBI under registration number INA000020961.
SEBI Registration
INA000020961
BSE Enlistment Number
2315
Available Subscriptions
Choose a subscription to view detailed plans and pricing.
Financial Planning incl Goal based portfolio Tier 2
In addition to all tier 1 facilities, following additional options are available to clients.
a) Advisory for building goal-based domestic investment portfolio for up to 2 long term financial goals as per risk profile.
b) Basic estate planning guidance for investors/families which are senior citizens.
c) Investment guidance for one Global model portfolio based on risk profile.
Valid for AUA exceeding Rs 1 Crore and above.
Financial Planning incl Goal based portfolio
Client gets personalised inputs on following personal financial planning matters.
Emergency incl medical security.
Financial Goals planning and tracking.
Domestic Portfolio incl option for global diversification
Equity Portfolio ( for risk profile based eligibility)
AUA s are reviewed on Quarterly basis and accordingly applicable plan is required to be purchased.