About Me
A commerce graduate, having over 15 years of experience in the capital markets, worked with reputed Indian / MNC companies in Secretarial and Compliance divisions.
I am a Financial Adviser with over three years of experience. I assist people in choosing right investment avenues for creation of wealth in the long term.
About Work Experience
An Independent Financial Advisor licensed by AMFI and IRDA to distribute Mutual Fund, Life Insurance and Health Insurance products.
Objective --- inculcate an investment habit in individuals and create awareness on long-term benefits. To assist people understand that investing is all about proper planning; enable them to be consistent and focus on long-term wealth generation.
My total work experience in various companies is around 20 years. During the period, worked with renowned Indian and MNC companies like Tata TD Waterhouse Securities, IL&FS and HSBC Group in Mumbai with experience in Secretarial, Compliance, Broking, Wealth Management and Complaint Management. Handled activities related to regulatory filings and complaints. My last assignment was with BgSE Properties and Securities Limited (formerly Bangalore Stock Exchange), Bangalore.
Experience & Qualification
Qualification
B.Com
Experience as an Advisor
20 Years
Total work Experience
3 Years
Services and Advisory Offered
Mutual Fund
Fixed Deposits