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Read more about the article Strategic Asset Allocation (SAA): Its Proven Importance in 2023
Blog / Asset Allocation

Strategic Asset Allocation (SAA): Its Proven Importance in 2023

In the fast-paced world of finance, successful investment requires more than just luck; it demands a well-thought-out strategy. One such strategy that plays a crucial role in achieving long-term financial goals is "Strategic Asset Allocation."

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September 2, 2023
Read more about the article 3 Types of Financial Planning: A Proven Comprehensive Guide
Blog / Financial Planning

3 Types of Financial Planning: A Proven Comprehensive Guide

In this article, we will explore the different types of financial planning, including age-based investment planning, need-based investment planning, and goal-based investment planning.

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August 11, 2023
Read more about the article Investor Risk Profiling & Its Proven Importance 2023 (Everything Explained)
Blog / Risk Profiling

Investor Risk Profiling & Its Proven Importance 2023 (Everything Explained)

As a financial advisor, one of the most crucial tasks is to assist clients in achieving their financial goals while managing potential risks effectively.

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August 1, 2023

Who is Amandeep

Who is Amandeep

Amandeep Singh Sasan

Founder: Pratyush FM Services
Industry Experience: 10+ Years
Ex-Banker: HDFC & Kotak Mahindra
Certified Financial Advisor
Education: MBA with dual specialization Finance & Marketing
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Recent Posts

  • Strategic Asset Allocation (SAA): Its Proven Importance in 2023
    Strategic Asset Allocation (SAA): Its Proven Importance in 2023
    September 2, 2023/
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  • 3 Types of Financial Planning: A Proven Comprehensive Guide
    3 Types of Financial Planning: A Proven Comprehensive Guide
    August 11, 2023/
    0 Comments
  • Investor Risk Profiling & Its Proven Importance 2023 (Everything Explained)
    Investor Risk Profiling & Its Proven Importance 2023 (Everything Explained)
    August 1, 2023/
    0 Comments

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About Me

I am Amandeep Singh Sasan. I am a certified financial advisor. I pursued MBA with dual specialization (Marketing and Finance). I am a former employee of Kotak Mahindra Bank and HDFC Bank. I have more than 10 years of experience. I have a family of more than 200 happy customers and the number is increasing every day.

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