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S

Sunita Desai

Mumbai · 19 yrs experience

Fee-Based Advisor

Reg: INA000019026

Experience

19 yrs

Independent advisor

First Session

Free

No commitments

Languages

English, Marathi, Gujarati, Hindi

One of Mumbai's most experienced fee-only advisors with 19 years in practice. Specialises in estate planning, family wealth governance, and creating structured withdrawal plans for retirees using a bond ladder approach.

Specializes in

Inheritance PlanningBonds & FDsMutual Funds

Book a Session

No payment asked · No hidden charges