SACHA ADVICE. ACHA ADVISOR.
Pankaj Singh Yadav

Pankaj Singh Yadav

advisor
Verified Advisor
4.7

About Advisor

Pankaj, founder and consultant at PSY Advisory, holds 5+ years of experience in the personal finance space. His team works for clients across wealth management generates superior returns and satisfaction for them. His clientele includes individuals who work in mid-level positions and independent professionals like CAs, doctors, etc. He previously worked at Davita Healthcare and has a rich experience in healthcare and finance. He helped the firm grow 4x its size. When he isn't swamped with work, Pankaj enjoys playing with his daughter and hanging out with friends and family.

about

Company

Founder - PSY Investments Advisory

about

Experience

5 years

about

License

POSP of an Insurance Broker/Company

Qualifications

study

MBA

Products

Health Insurance
Mutual Funds
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Dedicated Claims Team

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Languages Spoken

lang Hindi
lang English
lang Marathi

Testimonials

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Beshak Verified User Testimonials

All testimonials for this advisor are genuine & thouroughly vetted by Beshak for authenticity before being added.

quote
Pankaj has a neutral flair to make finance lingo easy for common people. He brings a lot of energy and conviction to the discussions while offering best possible solutions to clients. His work looks promising and I wish him the best of success and growth in his career/business!
quote
Pankaj has really helped me plan out my finances very well. The best is the amount of knowledge he shared, and made me comfortable regarding taking my investments decisions.

Reviews

Hemant Kesarwani photo
Hemant Kesarwani
Meeting was wonderful, he patiently answered all my questions with facts. Overall experience is 5 star.
Suresh Mullapudi photo
Suresh Mullapudi
Meeting was excellent. He gave multiple options and explained clearly
Anurag Mundra photo
Anurag Mundra
Hi, it was okay. He kind of only gathered the current information - will have detailed discussion in follow-up call

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