Education:  Bachelor’s degree in Accountancy and Finance | AFP

Specialist Skills: Financial Planning for young women, retirees, and children’s education

Profile:

Urvi’s key motivation is to establish long-term relationships with her clients and help them manage their emotions with money. Her open, honest, unbiased approach reflects the organizational value of transparency and objectivity. This is what puts her clients at ease. Urvi holds a Bachelor’s degree in Accountancy and Finance and is a Certified Financial Planner.

Her specialist skills include successful transition to retirement, planning education for children (Graduation and Post-Graduation) and financial planning for young women. Urvi’s passions outside work include include music, dancing, cooking and designing clothes and jewelry and clothes.