THE FINANCIAL DOCTOR - Mutual Fund Advisor in Dehradun, Dehradun

THE FINANCIAL DOCTOR - Mutual Fund Distributors

Member since May 15, 2013

9808487142

mohitagarwalcfp@gmail.com

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About Me

Hi, I am a CERTIFIED FINANCIAL PLANNER, founder of The Financial Doctor. We believe that every financial product is like medicine and vitamin for our financial health and carries the side effects also. Without doing proper need analyses it may cause serious financial health issues. We at The Financial Doctor not only provide the need analysis services but also provide Financial counseling services, which one can not expect from a product seller. We always believe and suggest our clients that invest their time before investing their hard-earned money.

About Work Experience

I have a total of 20 years of experience in the wealth management industry, out of which I worked with M/s Karvy Stock Broking ltd for more than 6 years as a branch manager. In the year 2008, I gained a prestigious globally recognized certification "Certified Financial Planner", and started the journey as a need-based financial planner and a financial couch. Apart from Product selling services My main field of expertise is in Retirement planning and financial counseling. I take corporate lectures as well as individual counseling sessions for the investors. I am glad to share that I got the opportunity to be on air on AAKASHVANI UTTRAKHAND & DOORDARSHAN UTTRAKHAND as a financial expert.

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