Associates

Plan Special Needs aims to associate with the right professionals to serve the needs of special needs children families across the country. Among these professionals are financial planners based in different cities and who align with our thoughts and our mission. These professionals are experts in some of the areas and are happy to associate with Plan Special Needs.

Here is a list of associates working with Plan Special Needs:

Mumbai

  1. Mrs. Shilpa Wagh
Mrs. Shilpa Wagh, SEBI Registered Investment Advisor (RIA)  is Chief Financial Life Coach at Wagh Financials, a financial life planning firm.  She consults on FEE ONLY Model which ensures unbiased financial advice to the client.

What led us to get associated with Shilpa is her way of keeping the client’s life situation and their emotions in the Shilpa Waghcentre. She works with her clients with compassion. This helps them to attain financial awareness and encourages them to participate actively in their own financial planning process. She connects client’s life aspirations with their financial goals.

Contact Information:

Mrs. Shilpa Wagh

B1, Pooja Apartments,

V.R.Bhide Marg, Behind Portuguese Church,

Dadar West, Mumbai-400028

Mob: 9820535236

Chennai

  1. Mr. Abubakr Siddique

Abubakr Siddique A.G., is a SEBI Registered Investment Adviser (RIA) having 12+ years of experience in multiple verticals of financial markets. He has done Masters in Psychology and Certification in Financial Planning (CFP).

What led Plan Special Needs get associated with him is his rich experience and expertise in  Abubakrunderstanding unique requirements of an individuals life.

Contact Information:

Mr. Abubakr Siddique

No. 9, Maven Projects Centre,

Dr. Thirumoorthy Nagar 3rd Sreet,

Nungambakkam, Chennai – 600 034

Mob: 90030 55599