Trust Wealth - Mutual Fund Distributors
Member since Jan 21, 2016
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About Me
I am a professional financial adviser with more than 12 years of experience in financial services industry, I strongly believe in delivering a need based financial advice to clients. Providing solutions which cater to the needs of the client, to ensure timely achievement of financial goals, managing wealth in a tax efficient way and strive to deliver inflation beating long term returns along with a proper risk management strategy in place is my motto. TRUST WEALTH a financial planning firm founded by me in mid 2015 with a mission to create awareness among people in personal finance and guiding them towards financial independence.
About Work Experience
I am a professional financial adviser with more than 12 years of experience in Financial services industry. Previous assignments are with InvestOne Subsidary of CITI Bank NA,RBS Bank Formerly known as ABN AMRO Bank NV, IDFC Mutual Fund Formerly known as Standard Chartered Mutual Fund, Sundaram Mutual Fund.
Experience & Qualification
Qualification
Bachelor of Commerce
Experience as an Advisor
12 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Insurance Brokers
Housing Loans
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Trust Wealth
F3, 1st Flr, SRI SAI APARTMENT,,
No.6, SAI NAGAR 1st STREET,,
Jawahar Nagar,
Chennai,
Tamil Nadu, 600082
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Mutual Fund -
ARN No.
ARN-103000 - Validity -
22-06-2018
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