About Me
I consider this profession a truly noble one as I can bring some positive changes in the life of families with whom we are associated with through proper management of their finances & help them achieving their financial goals through proper planning.
About Work Experience
We at Naitik Financial Planners strongly believe Ethics (Niti) is the most important part of everything you do in life& being Naitik (Ethical) is the only way to lead happy life so we have upgraded our self as Naitik Financial Planners from Vipul Investments & our tagline is “Ethics Mattes Most” not only the name we have also set such processes in our organization that right product goes to right investor& we serve our client until their goal is not achieved.
“Money saves, Money savers” so we are very keen to educate & encourage people to cultivate habit of saving & then convert their savings to investment for wealth creation & before giving any product to any investor we analyze their needs , goals , risk taking abilities so we can provide them the right solution.
Service Is Priority is the mantra of our organization so we are also SIP Centre.
We believe that technology is the way ahead so we have association with NSEMF platform so all the transaction will be paperless as well as time bound. We also had mobile app to access all your mutual fund investment on the go.
we have presence across social media & also had a YouTube Chanel where we update videos for investor education on regular basis.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
5 Years
Total work Experience
4 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Share Trading & Demat
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Will Writing Services