About Me
Currently having over 10 years of experience in the field of wealth management. Having managed wealth and investments of over 500 clients till date. With experience across areas such as retirement planning, goal setting, portfolio and asset allocation. Expertise across products such as mutual funds, bond, Insurance products etc.
About Work Experience
I currently have just over 10 years of experience In the field of wealth Management , having worked with HDFC bank for close to 8 years.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
10 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Housing Loans
Loan Against Property
Fixed Deposits