The Team

Mr. Jitendra P.S.Solanki (Founder)

Jitendra is a SEBI Registered Investment Adviser and a financial planning expert who has spent 15 years advising families on their financial well being. After gaining experience in the corporate world, he started his own fee-only financial planning practice inJitendra P.S.Solanki 2010. Since then, advising families with special needs dependents has been his focus. During the course of his practice, he has met numerous families of this nature and gained a deep understanding of their personal, financial and legal requirements.

Married to a doctor, a  disability expert by profession, he is the proud father of two sons. He is a post-graduate from IIT Roorkee and has earned the much-respected professional designation of Certified Financial Planner (CFPCM). He is also a Chartered Trust and Estate Planner (CTEPTM).

Jitendra, a frequent writer, and speaker at public forums share his views and wisdom, especially in planning for families with special needs dependents, through various media groups and TV channels.

Dr. Shweta Solanki (Co-founder)DSC_7728

Shweta is a Disability Expert working with special needs children families for the last 15 years. She started her career as an Occupational Therapist and went on to work as Consultant – Rehabilitation Therapist along with numerous projects involving Drug De-addiction Programme, Mental Health and CBR Programme focusing on disability which reaches-out to the challenged in their homes.

She has laid down her mission very clearly and this is what she speaks for her life –

“From my childhood, I have been touched by the problems of challenged people, blind or mute individuals and would pester my parents in regard to their means and ability to access the very basics of livelihood – the ‘where’ and ‘how’ in every stage of their lives.

As I went through school and encountered other children who were slow or challenged, ultimately, decided the vocation of my life. To dedicate my life to the betterment of the lives of the challenged and extend full support to research and advances in this specific area of medical intervention.

I chose to work at the grass-root level – the first point of contact and my beneficiaries would always come first in my life beyond the demands of society, religion, personal life – ‘Inclusion’ of people with disability a ‘mission’ for life.”

Mr. Sandeep Jindal – CA (Consultant)

Sandeep is a chartered accountant (FCA) and a practicing GST consultant having experience of more than 12 years. Sandeep provides expert consultancy in Tax planning, Regular assessments, search cases and settlements for corporate and individuals. Apart from his rich and extensive experience in Internal audits, Income tax matters, GST matters he also provides consultancy in income tax matters related to Private and Charitable Trusts.  With Plan Special Needs he plays an instrumental role in guiding our clients -Individuals and Private Trust, on different matters related to Income Tax.

Mr. Sanjay Rego – Legal (Consultant)

Sanjay Rego is a practising Lawyer, and also a qualified Chartered Accountant. He is also a member of the Society of Trust and Estate Professionals, STEP). He also holds a Post Graduate Diploma in Securities Laws.

Lawyer
Sanjay has over 24 years of post-qualification experience. He has worked for over 14 years with Deloitte and has advised clients on matters relating to personal, trust commercial, tax, FEMA and corporate laws and relating to shareholder agreements. He was associated with an independent Trustee Company which specialises in setting up and managing Family Trusts in India and headed the legal, finance and operations functions for about 5 years.

Sanjay specialises in advising individuals with regard to their estate and succession plans. Sanjay assists Plan Special Needs in advising clients on  drafting of Wills, Trust structures, advising of family agreements, Family Constitutions etc.