Bikash Mohanty - Certified Financial Planner (CFP) Advisor in IRC Village, Bhubaneswar

Bikash Mohanty - Certified Financial Planner (CFP) Distributors

Member since Feb 17, 2019

9938978111

vsswealth@gmail.com

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About Me

CERTIFIED FINANCIAL PLANNER Experience-15 years

About Work Experience

I am practicing as personal Financial Advisor and also Passionate about Personal Finance and believes Financial Independence. I am mainly into advising the client for best possible way to investment according to client?s requirement. Work closely with HNI clients for creation and implementation of their financial plans. Answer clients' questions about the purposes and details of financial plans and strategies. Having of Varied Experience in Financial Sector in the capacity of Investment Manager ,Wealth Manager & Investment Consultant for Corporate & Individual . Experience in Financial sector in dealing with Financial Planning, Insurance, Equity, Derivatives, Equity Research, mutual fund, Product Training, commodities, Broking, fixed deposits, Bonds, NCD & Real Estate etc. with a proven track record of keeping Client?s interest and their level of satisfaction Academic Qualification: Certified Financial Planner MBA (Fin), ICWAI (Inter)

Experience & Qualification

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