About Me
Highly accomplished Executive with over 9 years of extensive experience in setting up prudent “Investment & Insurance” advisory services venture. Adept at turnaround of individual performance to record significant return on investments. ackground in Investment segment specifically Mutual fund, Equity IPO & in Insurance segment Specifically General Insurance & Life Insurance. Financial Advisor with proven track record in market identification and strategic investment planning. Insurance Advisor to answer the vagaries of human life, as one cannot beat man-made and natural calamities, well, at least be prepared for them and their aftermath.
About Work Experience
Seeking to help individuals to improve the financial health & to create wealth to face any challenges offered by LIFE.
Core Competencies:
Ability for prompt response
Relationship Management
Hi-tech database management
Field proven capability for trustworthiness
Imagine A Financial Advisor Who
Always puts your *interests* first
Has enough time to provide the *service* you need
Can create a strategic plan with your *goals* in mind
You Wouldn't Need To Imagine, At This Is What We Provide As Standard
We won’t tell you, which stock will give you 100% returns…
But we will advice you how you will be able to Plan your future
Experience & Qualification
Qualification
BCOM
Experience as an Advisor
15 Years
Total work Experience
12 Years
Services and Advisory Offered
Mutual Fund
Fixed Deposits