About Me
I am an independent Certified Financial Planner CFPCM based in Bangalore,India and provide Professional Investment Advisory and Financial Planning Services and offer services to execute the plan to Resident Individuals, Corporates and Non Resident Individuals for a fee. Our Investment Advisor services is in the area of Mutual Funds, Risk Management, Investment Planning, Wealth Management Tax & Estate Planning and Retirement Planning. Financial Planning has always amazed and intrigued the way I look at people and their finances. The greatest satisfaction is creating and implementing a Financial Plan for people, and seeing it taking shape! I hope the same sense of feeling is achieved in the minds of the people for whom I strive to make financially independent.
Experience & Qualification
Qualification
BBM, CFP
Experience as an Advisor
10 Years
Total work Experience
14 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Certified Financial Planner (CFP)