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"Your Prosperity is our Goal": CFG, Sushil Sabarwal - Outside View by PersonalFN
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"Your Prosperity is our Goal": CFG, Sushil Sabarwal
Feb 21, 2017

Offering services from creating a mutual fund portfolio to asset allocation, he goes a step ahead to help clients with their financial goals through retirement planning, amongst a host of others.He vows not to leave you in the lurch. "Being Accessible & Available," is what he promises to his clients. He proactively shares policy changes such that the clients can implement in the restructured plan.

Mr Sabarwal has created sound processes and programs that help him to serve his clients better. "Through our well-managed wealth creation program, we have helped hundreds of our clients by dramatically reducing the mortgage terms through best realising their goals," he proudly says. And to compliment this, he has a vision to "to improvise a client's financial wellbeing by underlying those investment plans that turn their desired goals into reality"

With over a decade of experience, he is serving multiple family generations. This alone speaks a lot about his commitment to serve clients and the trust generated over the years. His strong adherence to ethics is what made him take up the CFG Certification, to offer the best practises and transparency to his clients, while offering the best support and services.

Mr Sabarwal is a part of the NetworkFP & FIFA group, which are associations of financial planners and financial advisers. This helps him to keep abreast with developments in the financial services industry. This ensures you get the benefit from the latest and best practices.

He loves reading Robert Kayosaki. Kayosaki's book, Rich Dad Poor Dad is his favourite.

He admires Mr Amit Trivedi, Mr Gaurav Mashruwala and Mr Keyur Shah, who have contributed immensely to the financial planning domain.

His advice to investors is: Have trust & faith in your advisor, riding the sea of investment planning and financial goals; achievements cannot happen without a financial advisor.

Mr Sushil Sabarwal can be reached here.

PersonalFN is a Mumbai based personal finance firm offering Financial Planning and Mutual Fund Research services.

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