In a world where financial planning is often seen as a straightforward endeavour, there are individuals who go above and beyond to address the unique needs of underserved communities. One such exceptional individual is Jitendra Solanki, a financial advisor who has dedicated his career to helping families of children with special needs navigate the complex financial landscape they face. His remarkable journey, replete with setbacks and victories, is proof of the strength of commitment and compassion.
Share:
  • share-icon
  • share-icon
  • share-icon
  • share-icon

Table of Contents

    A Humble Beginning

    Jitendra Solanki's journey began in Dehradun, India, where he was born and raised. He pursued an MBA at the University of Roorkee, marking the beginning of his career in the financial sector. After various roles and experiences in Mumbai, he found himself working for different banks in investment management. Jitendra's career took him from Mumbai to Muradabad and eventually to Delhi.

    However, despite his professional success, Jitendra felt unfulfilled. He was searching for a deeper purpose and a way to make a meaningful impact on people's lives. In 2009, this restlessness prompted him to take a risk and quit his career to become a Certified Financial Planner.

    A Pioneering Spirit

    Jitendra's journey into financial planning was not a smooth ride initially. In the early days of his new career, he struggled to find clients and generate income. The pressure to sell various financial products loomed, but his ethical principles wouldn't allow him to compromise on what he believed was in his clients' best interests.

    His breakthrough came when he decided to specialise in serving families of children with special needs. This choice stemmed from a personal relationship; his wife, Dr. Shweta, was a physician with a great deal of experience treating these kinds of families. Inspired by her work, Jitendra realised there was a big need in the market for financial advisors who actually understood the special difficulties these families faced.

    Bridging the Gap

    In a country where there were no specialised financial advisors for families of children with special needs, Jitendra decided to take on this responsibility himself. He immersed himself in research, gaining insights into the daily lives, concerns, and priorities of these families. His dedication led him to write a comprehensive book, which remains one of the most invaluable resources for families in this segment.

    Jitendra didn't stop at writing; he took to the road, conducting over 50 workshops across India, raising awareness about financial planning for such families. He became their beacon of hope, offering them guidance and comfort by addressing the fundamental question that haunted them: "After us, then what?"

    A Comprehensive Approach

    Recognising that financial planning alone couldn't provide complete security for families of children with special needs, Jitendra expanded his expertise into estate planning. He knew that this aspect was equally critical, and he couldn't find a single lawyer specialising in Private Trusts and Wills for these families in India.

    Undeterred, he went into the complicated subject of estate planning, understanding the legal nuances, and providing comprehensive solutions to his clients. In 2020, he launched an estate planning firm exclusively focused on special needs trusts, offering a complete range of advisory and trustee services.

    Looking to the Future

    Jitendra Solanki's path is proof of the effectiveness of commitment, compassion, and the will to improve people's lives. He's not just a financial planner; he's a source of hope and support for countless families who face unique challenges.

    His story is an inspiring one, and it serves as a glimpse into the world of financial planning for such families. While this blog provides a brief overview of Jitendra's incredible journey, the full story awaits in "Fintegrity."

    To discover the complete tale of Jitendra Solanki's life and challenges and to gain insights into the lives of other exceptional financial advisors, we invite you to grab your copy of the book and embark on a journey of inspiration and discovery.

    Comment (0)

    Other Featured Blogs

    Featured in Fintegrity Book

    Neha Nagar’s Journey: Leading with Ethics in Finance

    In the dynamic world of finance, where the pursuit of profit often overshadows ethical considerations, Neha Nagar, a financial influencer, stands out as a trailblazer. Unlike many in her field, Neha prioritises integrity over profit, earning her a unique position as a trustworthy and influential voice.

    Read Nowright-arrow
    Featured in Fintegrity Book

    Gajendra Kothari’s Journey of Integrity and Financial Innovation

    In the world of financial planning and investment, few stories resonate with the blend of expertise, passion, and foresight as that of Gajendra Kothari. His journey from humble beginnings to becoming a pioneer in personal finance is not only a chronicle of his professional triumphs but also a reflection of his steadfast principles and the adversities he overcame. His story provides insightful information about managing wealth and striking a healthy balance in life.

    Read Nowright-arrow
    Featured in Fintegrity Book

    Sumit Ramani's Search for Financial Integrity: Deciphering the Actuarial Journey

    In a country with a population of more than 1.4 billion, where the job title of "actuary" is uncommon, Sumit Ramani is a remarkable source of inspiration. His transition from the field of actuarial sciences to the domain of financial innovation is not merely a change in profession; it is a demonstration of his commitment to a higher objective. Sumit's tale is an example of bravery, perseverance, and a relentless commitment to making a positive impact on society.

    Read Nowright-arrow
    Featured in Fintegrity Book

    Aparna Ramchandran's Journey of Resilience and Revolution

    In a world where financial literacy is often overlooked, Aparna Ramchandran stands out as a beacon of innovation and empowerment. Growing up in a family where saving and financial carefulness were key values, Aparna learned the importance of managing money wisely from an early age. Her journey from a responsible saver in a family that valued financial management to a pioneering entrepreneur in the realm of credit rectification in India is both inspiring and helpful.

    Read Nowright-arrow
    Featured in Fintegrity Book

    Vinayak Sapre's Remarkable Journey of Resilience in the Finance World

    In the world of finance and investments, stories of victory over adversity and a relentless pursuit of one's dreams are often overshadowed by market dynamics and financial jargon. However, there are individuals who choose a different path, one guided by principles of integrity, wisdom, and a deep-rooted desire to make a positive impact on people's lives. In this blog, we explore the life and challenges of Vinayak Sapre, offering you a glimpse of his remarkable journey.

    Read Nowright-arrow
    Featured in Fintegrity Book

    Melvin Joseph: A Man who Redefined Financial Integrity

    At a time when financial narratives often revolve around profits and market dominance, Melvin Joseph's story stands out as a beacon of integrity and client-centred focus. His journey from a modest start to becoming a pioneer in personal finance is not just about his professional milestones but also about the principles and challenges that shaped his path.

    Read Nowright-arrow