Satish Mistry
2 SlideShares 214 Followers 352 Followings
Personal Information
Organization / Workplace
Navsari, India India
Occupation
Proprietor / Financial Planner / Investment Advisor
Industry
Finance / Banking / Insurance
Website
http://www.xlfinplan.com
About
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.
Contact Details
Tags
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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Presentations

(2)

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

12 years ago • 38193 Views

XLMFTracker - Excel based - Advance Mutual Fund Portfolio Tracker

11 years ago • 4213 Views

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(1)

Pathology labs research report

Salman Mohammed Shiras • 9 years ago
Personal Information
Organization / Workplace
Navsari, India India
Occupation
Proprietor / Financial Planner / Investment Advisor
Industry
Finance / Banking / Insurance
Website
http://www.xlfinplan.com
About
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.
Tags
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
See more