BOHO FINSERV PVT. LTD. - Pan Service Providers Distributors
Member since Aug 2, 2013
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About Me
Financial Wellbeing through Mutual Funds.
Certified Financial Planner
Mutual Fund Distribution Services
About Work Experience
Over 25 years of experience in the Financial Services Industry. Held Several Sr. Managerial Positions at Shriram Group NBFC. Presently helping individuals in planning their Finances through Mutual Funds to achieve their pre-determined objectives.
Adopting client first approach while distributing the Mutual Fund products and helping clients to achieve their Financial Freedom
Experience & Qualification
Qualification
BSc, MBA, FIII, CFPCM
Experience as an Advisor
17 Years
Total work Experience
17 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Pan Service Providers
Financial Education Providers
Will Writing Services
Affiliations
- Financial Planning Standard Board Ltd , USA, - individual Capacity
- Association of Mutual Funds In India
- Insurance Institute of India - Individual Capacity
Awards & Recognition
-
MDRT Member consecutively for 5 years
Address
BOHO FINSERV PVT. LTD.
Unit No. 3, 1st Floor, West Gate,
Point, R. V. Road, Basavanagudi,
Basavanagudi,
Bangalore,
Karnataka, 560004
LICENSE
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Mutual Fund -
ARN No.
14352 - Validity -
01-12-2022
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