About Me
Data Storage Solutions to Financial Planning – The journey so far . . . Numbers have always fascinated me. It was computers (ones & zeroes) then. People and their dreams now ! Financial Planning is the passion for me. Practicing fee based financial planning since 2007-08. Comprehensive financial planning is core area of work and interest. Working with many families, knowing different cultures, sharing their dreams and knowledge gives more satisfaction in this profession. I am blessed to work with people from different industries like Oil and Gas , IT, Auto Ancillaries, Military Services , Engineering, Pharma, FMCG, Media and so on and professionals like Doctors, Professors, Teachers and the list grows. Clientele includes just employed to retirees and Singles to families. Prior to shifting career to Financial Services in 2005, was working in IT – Storage solutions for more than 7 years. Involved in providing storage solutions in multiple platforms ranging from Optical drives to Tape libraries.
Experience & Qualification
Qualification
BE CFP
Experience as an Advisor
10 Years
Total work Experience
19 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Fixed Deposits