About Me
Certified Personal Finance Planner, Investment Adviser & Wealth Manager
About Work Experience
Personal finance planning, Risk Management, Investment Analysis, Portfolio Management, Retirement Planning, Wealth Management
Experience & Qualification
Qualification
BE,DM,CPFA,MFD,IA,IA&PM,W..
Experience as an Advisor
30 Years
Total work Experience
3 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Online Tax Return Filing
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Financial Education Providers
Will Writing Services
Consumer Finance