About Me
Financial Planning Expert with more than 19 years of experience in investment Advisory.
Services offered:
Mutual funds, Life insurance, Health insurance, income Tax return Filling.
About Work Experience
Mutual Fund Distributor (2007 to till date)
Agency Development Officer in Max Bupa Health insurance company ltd. (october 2018 to till date)
4 year Experience As Senior Agency Manager in Aditya Birla Sunlife insurance 2014-2017
8 years Experience As Club member Advisor in Aditya Birla Sunlife Insurance (2006-2014)
Experience & Qualification
Qualification
B.Sc.
Experience as an Advisor
19 Years
Total work Experience
19 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Online Tax Return Filing
Portfolio Management Schemes
Pan Service Providers
IPOs, Bonds & NCDs
Gold Saving Plans
Fixed Deposits