Pallav Tiwari

Jayasha Financial Services

Certified Financial Planner

Service Location

Lucknow

Professional Licenses

FPSB

#IN52406

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

B/187, Nirala Nagar, Lucknow - 226020, Uttar Pradesh.

Website

https://jayashawealth.com/index.php

Client Focus & Services

Best suited for

Individuals and families requiring comprehensive, holistic financial planning from certified professionals. Clients navigating major life transitions such as marriage, divorce, career changes, retirement, or inheritance who need integrated advice across all financial domains.

Problems solved

Comprehensive financial planning needs, retirement readiness assessment, education funding strategies, estate planning coordination, insurance optimization, tax planning, budget management, debt reduction strategies, goal prioritization, cash flow optimization.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation.

About Pallav Tiwari

With over two and a half decades of dedicated service, Jayasha Financial Services stands proudly as an AMFI-Registered Mutual Fund Distributor. Committed to the highest standards of customer satisfaction, they have made this principle their guiding motto throughout their journey.

At the helm of their organization is Mr. Pallav Tewari, the brain behind their success. A distinguished Chemical Engineer with a B.Tech (Hons.) from HBTI Kanpur, he is not only the proprietor of the firm but also a CERTIFIED FINANCIAL PLANNER professional. His impressive credentials include the CFP Certification, a symbol of global excellence in Financial Planning conferred by the Financial Planning Standards Board Ltd. Additionally, he holds numerous certificates from the National Institute of Securities Markets (NISM) covering a wide array of financial market topics, such as Risk Management, Mutual Funds, Cash Markets, Futures & Options Markets, and Depository Services (Demat).

Mr. Tewari's exceptional performance in both primary and secondary markets has earned him multiple accolades from UTI Securities Ltd. Furthermore, he has been recognized by JM Financial Services Limited for his accurate predictions related to SENSEX closing on budget days, solidifying his position as one of their top premium category authorized persons in equity broking.

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