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Home Meet Our Planners Kalpesh Panchal, CFP

Kalpesh Panchal, CFP

Kalpesh Panchal
 
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About Planner

FPSB India's CFP Registration Number: 00015551

Mr. Kalpesh Panchal is a Certified Financial Planner by profession and practices Financial Planning at Sykes & Ray Financial Planners, a division of Sykes & Ray Equities. Apart from developing Financial Plans and guiding clients meet their Financial Goals; he keeps interest in research & analysis of various financial products. Mr. Panchal is also visiting faculty and a senior trainer at Financial Planning Academy, a leading institute for Financial Planning Education and specializes in training of Advanced Financial Planning. His articles on Financial Planning frequently appear in various publications & newspapers.

Articles Written

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement
 

Our Group Companies

SYKES & RAY EQUITIES
 
 
FINANCIAL PLANNING ACADEMY

Schedule a Free Meeting

Schedule a Free Meeting

We would be glad to meet you and explain how your family can achieve its dreams & financial objectives. We look forward to meet you!

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+91 9867209208

plan@srefp.in