About Me
A Certified Financial Planner & Management professional having 20 yrs experience in Banking & Financial services handling all the kinds of products believes in giving simple realistic & customized solution to clients & corporate's as per their requirement through financial planning model.
About Work Experience
Senior Banking & Financial services professional having experience in retail banking, retail assets like home loan, personal loan, loan against secutiries, capital markets dealing with LAS to HNI;s, corpoates, promoter funding, Corporate finance dealing with SME's, Wealth Managements distribution like mutual funds, fixed income products, PMS, Structure products, Private Equities etcs, Direct Equities, Time Share products etc., handling direct clients & broking channel for large region
Worked in some of the well known corporates like HDFC Bank, Bajaj, Aditya Birla Group & Mahindra's for near to 2 decades working in different levels managing large operations. Focussed mainly on financial planning model, customer service & creating wealth for the family.
Experience & Qualification
Qualification
Post Graduate
Experience as an Advisor
20 Years
Total work Experience
1 Years
Services and Advisory Offered
Mutual Fund
Portfolio Management Schemes