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Jitendra P.S.Solanki from Ghaziabad is a Financial PlannerExp: 11 Years
Financial and Legal Services
Qualification: MBA (Finance), Certified Financial Planner,
Designation: Financial Planning for Special Needs Children Families
Consultations: In-person   Online/Video  
Address: C 32 First Floor. Behind Wave Cinema, Kaushmabi, Ghaziabad
Timings: Monday to Saturday 9.30 a.m. - 7.00 p.m.
Ratings : (4.7)
(6 Reviews)
Affiliations: Director, Special Needs Estate Planners Pvt. Ltd.
  • Mr. Jitendra P. S. Solanki is a SEBI Registered Investment Adviser (INA10000184) based at Ghaziabad, Uttar Pradesh, India and has earned the much-respected professional designation of Certified Financial Planner (CFPCM ). He is a post graduate (MBA-Finance) from IIT – Roorkee and has spent more than 15 years in Financial Services Industry working with leading financial institutions & Banks, advising families on their financial well-being. In 2011, Jitendra started on his own as a Practicing Financial Planner in India and was among the first few planners in India to obtain SEBI Registration as Investment Adviser in 2013. He specializes in writing holistic financial plan for his clients covering major areas of their personal finance. Jitendra also advice and manage investments of his clients. His clients come from all walks of life and spread across the globe. Jitendra is also an experienced estate planner and advice on succession planning, Will, Trust and other aspects of estate planning to his clients. Jitendra is the First Adviser in India to have exclusive services on Financial and Estate Planning for families having children with special needs. Jitendra is founder of Plan Special Needs www.planspecialneeds.com which provides resources for special needs children families helping them understand various aspects of planning their future well-being. Through workshops, seminars and webinars Jitendra has addressed more than 3000 special needs children families. Jitendra is also one of the Founders and Director of Special Needs Estate Planners Pvt Ltd the first estate planning firm in India focusing on Will, Trust, Trust Management, Succession Planning and other aspects exclusively for special needs children families.

    Professional Affiliation :
    Director, Special Needs Estate Planners Pvt. Ltd.
  • Services :
    • Consultation

    Conditions Served :
    • Attention Deficit (Hyperactivity) Disorder (ADD/ADHD)
    • Autism Spectrum Disorder (ASD)
    • Cerebral Palsy (CP)
    • Down Syndrome (DS)
    • Global Developmental Delay (Earlier term was MR)
    • Learning Disabilities (LD)
    • Multiple Disabilities (MD)
    • Sensory Processing Disorder (SPD)

    Age Group : 0 - 5 years ,13 - 17 years ,6 - 12 years ,above 18 years
  • Manoj Nambiar
    Published on: November 27, 2024
    Ratings : (5)
    Great!
    Avneesh Singh
    Published on: January 29, 2024
    Ratings : (5)
    Usually, financial planners use a thumb rule for everyone, but experience with Jitendra Solanki was vastly different. People with disabilities have different financial needs, for which thumb rule usually fails. Jitendra started my financial planning by thoroughly understanding my requirements, and worked out strategies in collaboration with me, using his knowledge while leveraging my experience in investing. Jitendra has the capability and the passion to understand the financial needs of people with disabilities and prepare the financial plan that nicely meets their needs.
    Venkateshwara Prasad Yethadka
    Published on: September 27, 2023
    Ratings : (4.5)
    Very knowledgeable. Drafted a special needs trust for the benefit of my disabled daughter. Drafted my Will. Listened to all my doubts, concerns and resolved all of them with patience.
    Srivastav BP
    Published on: September 27, 2023
    Ratings : (5)
    It was smooth formation of Trust, Will. Sir gave good number of interactions for clearing doubts.
    Ajay Krishna Misra
    Published on: August 24, 2023
    Ratings : (5)
    A Learned Friend and Guide who has always been there in times of need
    kiruthikasrinivasan
    Published on: April 8, 2022
    Ratings : (3.8)
    Very child centric,but parent teacher interaction wasn't tht great 5 yrs back.May things have changed now,but my son found peace thr.Their strict follow up in bio-rhythms is amazing.Good in long run.
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