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 our organization:

Mumbai

  1. Mrs. Shilpa Wagh

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 centre. 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.

Plan Special Needs is now present in Mumbai at below address:

Mrs. Shilpa Wagh

B1, Pooja Apartments,

V.R.Bhide Marg, Behind Portuguese Church,

Dadar West, Mumbai-400028

Mob: 9820535236