Satish Mistry
2 SlideShares 213 Abonné 352 Suivis
Personal Information
Entreprise/Lieu de travail
Navsari, India India
Profession
Proprietor / Financial Planner / Investment Advisor
Secteur d’activité
Finance / Banking / Insurance
Site Web
http://www.xlfinplan.com
À propos
Fee based Personal Financial Planning & Investment Advisory Services. Other Expertise in Investment Analysis & Portfolio Management, Life Insurance Need Analysis, Customised Comprehensive Personal Financial Plan in Microsoft Excel, Financial Calculators / Applications in Excel.
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Mots-clés
financial planning capital gain reports. valuation reports in excel mutual fund portfolio analysis mutual fund portfolio tracker excel mutual fund portfolio software portfolio rebalancing retirement plan child future planning financial goals cash flow statement investment analysis
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(2)

Sample Comprehensive Personal Financial Plan Created in Excel based Personal Financial Planning Software - XLFinplan

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XLMFTracker - Excel based - Advance Mutual Fund Portfolio Tracker

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Personal Information
Entreprise/Lieu de travail
Navsari, India India
Profession
Proprietor / Financial Planner / Investment Advisor
Secteur d’activité
Finance / Banking / Insurance
Site Web
http://www.xlfinplan.com
À propos
Fee based Personal Financial Planning & Investment Advisory Services. Other Expertise in Investment Analysis & Portfolio Management, Life Insurance Need Analysis, Customised Comprehensive Personal Financial Plan in Microsoft Excel, Financial Calculators / Applications in Excel.
Mots-clés
financial planning capital gain reports. valuation reports in excel mutual fund portfolio analysis mutual fund portfolio tracker excel mutual fund portfolio software portfolio rebalancing retirement plan child future planning financial goals cash flow statement investment analysis
Tout plus