With over 25 years' experience in helping clients navigate retirement, we've seen all types of financial markets, economic cycles, and financial pictures. Let our experience help guide your retirement & other Financial Goals.
Parag works with each of his clients to organize their financial picture, by helping define unique goals and charting a path to assist them in achieving those goals. His focus is on understanding each person by asking questions and taking the time to listen to what is important to them. Parag takes a numbers-based approach in creating customized recommendations for each prioritized goal. He likes to meet with clients quarterly to understand any changes in their finances, discuss progress to achieve goals, and to make necessary adjustments to their investments or financial plan. He understands that life happens, and goals change over time.
In addition to his role as an advisor, Parag also enjoys his responsibilities in monitoring markets and researching options for portfolios. He is a hi-tech person in all his working. He completes comprehensive research using both qualitative and quantitative measures to help choose investments that we feel best match the needs of the clients at Nesarikar Associates.
Parag has served in the financial planning field in Nesarikar Associates, since 2006 when he started with Mutual Fund Portfolio business.
Parag is dedicated to advancing his knowledge and education in order to keep up with financial trends and strategies. He is a Certified Financial Advisor.
He graduated with a bachelor’s degree with specializing in subjects like Accounts & Economics from the Bombay University (then) in India (Now its Mumbai University. He stays active in the professional community as a member of the Insurance & Investment Advisor Groups.
He is a Graphologist- a Handwriting & Signature Analyst & Expert since 2008.
He is a good orator & motivational speaker. He has addressed more than 2500 Seminars & workshops in small & big groups. He has Given Presentations incorporates & Lions & Rotary Groups. Etc.
When Parag is not working, you will likely find him travelling with his wife and daughter, reading a book, writing books or articles, or singing Karaoke songs.
Pooja has served in the financial planning since 2006. She started her career with Life Insurance and Mediclaim & later diversified her services. With over 23 years of industry experience since 1998 and with an entrepreneurial spirit, Pooja formed Saipooja Associates with Parag where she currently serves her clients.
Pooja provides comprehensive financial planning, issue-based consulting, as well as asset allocation and management services to her clients. Through her personalized approach and attention to detail, it is evident that she has a dedication to both her clients and her chosen career. Pooja helps her clients articulate their needs, goals, and values and then designs a personal financial plan that helps align their investment portfolio with their objectives. With on-going communication and closely monitoring her clients servicing ' portfolios she helps enable them to stay on course.
During Pooja’s tenure she has continually advanced her education within the financial planning. She is dedicated to advancing her knowledge in order to keep up with financial trends and strategies.
Pooja is married. She has a young daughter. Pooja and her family enjoy the coastal lifestyle and various outdoor activities.
Pooja is very social & well connected with all her clients.
Rakhee is a well-known financial planner. She has a wide experience in Banking & Securities Industry. Rakhee was a hard-core Relationship manager for Kotak bank & Securities. She has served for a good time. However, she has joined Nesarikar Associates last 4 years.
Rakhee provides comprehensive financial planning, issue-based consulting, as well as asset allocation and management services to her clients.
Dhanlaxmi is a highly committed to her work as a Customer Care executive. She helps her clients & schedule their Portfolio Reviews meetings regularly. She takes care of 100 Clients independently. In Nesarikar Associates she take care of Health Insurance and Mutual funds portfolio Servicing. She has a wide experience of 5 years plus in mutual Fund Servicing.
Milind is a trusted person in Nesarikar associates since last 11 years. He takes care of all outdoor Servicing of Life Insurance & Health Insurance and Mutual Fund Servicing. Milind is well connected with most of the clients