About Me
I am an Independent Financial Distributor and I am offering all sorts of Financial Products & Services from Bangalore, India. I work with individuals as well as non-individuals like Business Professionals, HNIs, NRIs, Trusts, Institutes and Corporates to guide them to achieve their financial goals as well as assist them for their better investment avenues.
I have over 17 years of rich experience in Investment Advisory, Insurance Planning and Relationship Management in BFSI industry. My enriched experience into Banking, Insurance and Financial Services gives value addition to my profession and continuing to follow best practices at all times.
About Work Experience
I have started my financial services career in the year 2004 in MetLife, India and I have worked in different financial service organizations both in India & abroad like ICICI Lombard General Insurance, ICICI Prudential Life Insurance, Mashreq Bank, Muthoot Group and HDFC Bank.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
6 Years
Total work Experience
18 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Online Tax Return Filing
Real Estate Brokers
Portfolio Management Schemes
Pan Service Providers
IPOs, Bonds & NCDs
Housing Loans
Gold Saving Plans
Will Writing Services
Gold Loan
Loan Against Property
Property Management Services
Fixed Deposits