Gayatri Jagdale
Financial Services Professional & Financial Literacy Advocate
Personal Notes
In personal finance, it is important to take informed steps; it can truly empower you to make wise choices. Being financially aware not only helps you personalize your finances according to your unique situation but also cultivates the mindset needed to succeed as an investor.
Having worked in the financial services sector across two different countries, I understand the challenges many immigrants, particularly Indian immigrants, face. I’ve experienced how uncertainty can impact our decisions. I want to share my knowledge with those seeking guidance, whether you want to deepen your understanding or feel lost. Together, we can navigate these complexities and strive for better financial futures.
Bio
Gayatri is the founder of Fund-Matters, a financial services firm dedicated to helping people with their financial journey. With over 10 years of experience in Indian financial services, she truly understands the ins and outs of the industry. As a non-resident Indian (NRI) and investment consultant in the USA, Gayatri specializes in financial planning and investment advice tailored to the needs of her clients. She’s also is an NFEC Certified Financial Education Instructor. After moving to the USA, Gayatri discovered just how complicated investment options can be for immigrants. She experienced these challenges firsthand and realized the importance of demystifying investments, especially with all the rules, restrictions, and tax implications involved. Many immigrants face tough decisions about staying in the USA or returning to their home countries, and Gayatri is passionate about helping them navigate this uncertainty. She believes that understanding investments and taxes is key to making informed choices that secure a bright financial future. Through her work, Gayatri empowers Indian immigrants in the USA by sharing valuable insights into financial investments and taxation. She has a special focus on supporting women, offering one-on-one sessions and fun webinars to boost their financial confidence. Plus, she has created supportive social media groups where women can connect and ask questions about money management in a safe and friendly environment. Whether you’re looking to improve your understanding of investing, saving, or making financial decisions in India or the USA, Gayatri is here to help! She offers engaging online meetings and group training sessions designed for individuals and organizations alike. With her MBA and extensive background in financial planning and NRI investments, Gayatri is excited to guide you on your financial journey!
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