Vrajesh Jagannath
Post Graduate in Sales & Marketing has 26 Years of experience in the field of Banking & Finance. During his Tenure in 3 Major Banks, he learnt that educating individuals on Financial Planning is the best way to Cover Risk, Create Wealth and Generate Passive Income for Individuals & Businesses. Proud Qualifier of the Prestigious Million Dollar Round Table ( MDRT 2009) & Court of Table (COT 2010) in the Insurance Industry. Strongly believes in the statement -: INCOME – SAVINGS= EXPENSES
Investsmart Financial Planners – The Primary Goal is to help Individuals and Businesses achieve their Financial Objective . We Offer personalized guidance on Risk Advisory, Wealth Creation & Passive Income Creation. With a Commitment to understanding our clients Financial Requirements, we strive to provide tailored strategies to enhance financial well-being and secure a prosperous future. Our Team of experienced professionals is dedicated to delivering comprehensive and reliable advice to support your financial goals.
Our Mission for our financial
advisory firm is to provide
expert guidance and
innovative solutions, enabling
our clients to navigate the
complexities of Financial
landscape with confidence.
Our Vision for our financial
advisory firm is to be a trusted
partner in our clients financial
journeys. We aim to empower
individuals and Businesses to
make informed and strategic
decisions that lead to financial
success and security.
Our Purpose is to Contribute to
the financial well being of our
clients, which is driven by a
commitment to ethical
practices, client education and
a genuine desire to be a
relibale partner on the journey
to financial prosperity
WHY CHOOSE US
At Investsmart Financial Planner, we understand that your financial well-being is of utmost importance. Choosing the right investment strategy is a crucial decision that can shape your future
CLIENTS SAY...
At Investsmart financial Planner, our success is measured by the satisfaction and success of our clients.
Working with Vrajesh Jagannath – Investsmart Financial Planners has been an incredibly rewarding experience. His deep understanding of financial markets, coupled with personalized and Simplified approach, has helped me secure my financial future with confidence. I am grateful for his continuous guidance and highly recommend his services to anyone looking to build a solid financial foundation. Associated with Vrajesh & Investsmart Financial Planners for last 12 Years now
Aniruddha Kulkarni
Since enlisting the guidance of Mr Vrajesh Jagannath, my financial outlook has transformed for the better.His advice covers all the aspects from Risk, Setting of Financial Goals, Prioritizing Goals has immensely helped as well. His astute advice and tailored strategies have empowered me to achieve my long-term financial goals with ease. I wholeheartedly endorse his services to anyone seeking trustworthy financial guidance.
Kishore Shetty
My Association with Vrajesh Jagannath started in the year 2015 when I was looking for sound advice rather than product selling agents. His advice on financial planning has been an absolute game-changer for my financial future. His expertise and personalized approach helped me navigate complex financial decisions with confidence. I highly recommend his services to anyone seeking to secure their financial well-being.