MANISH C VARA- VICE PRESIDENT- WEALTH MANAGEMENT ^{Certified Financial Planner, MBA,}

ANGEL CAPITAL Services Offered: FIANANCIAL PLANNING & PORTFOLIO MANAGEMENT.

I am a Vice President- Wealth Management of ANGEL CAPITAL, the company I founded to venture for investment planning & portfolio management. I entered the Financial Industry as Management Graduate in Finance & grew up to become a Certified Financial Planner (CFP). Professional. I am a Certified Financial Planners; currently there are very few financial planners in India. I am an MBA-Finance and also completed Digital Finance from IIM-Kashipur. Financial Planning & Investment Planning: I believe Financial Planning gives you more clarity in life; it provides direction and meaning to your financial decision. It helps you to provide right balance between your present and future lifestyle. Financial Planner is like the Photographer; although he is not part of the picture but still contribute his skills to make it look good. But in Indian context, the term Financial Planning & Financial Planner has been misused to sell Financial Products. The planning part is completely overlooked and that adds to confusion. I have dedicated my career in bridging this gap & to provide the real FP services to the clients. Services:

ANGEL CAPITAL specializes in offering comprehensive investment & financial planning service to Indian families across the globe that include middle level executives, professionals, business owners & NRIs. My services are like retirement planning, investment planning, portfolio management through instrument like mutual fund, bonds, private equity, structural products, PMS etc. Experience: Prior to setting up the practice I worked for 9 years with big Financial Brands & my last assignment was Regional Head Rajasthan before that I work 3 years with the bank as a Relationship Manager.

Expertise: Apart from investment Planning and guiding clients meet their Investment Goals; I keep interest in research & analysis of various financial products.

I am good in review the portfolio and product selections according to the need of the clients and risk profile of client. I also conduct training programs on Financial Planning & Investment Planning. Media: I have written over 50 articles, case studies & Query Section in various publications like Dainnik Bhaskar, Rajasthan Patrika, Money Mantra Magazine, and Nafa-Nuksan etc.