About Me
Semi qualified Chartered Accountant having 15 years of vast experience in Financial Instruments and Insurance business.
I am a social worker have a goal to secure maximum Indian family to survive and fulfil their dreams.
I am already working and doing financial business only for the social aspects.
Provide advise to the people to develop tension free living style and the most important thing advising people how to manage balance between life and work.
About Work Experience
Working as Financial adviser and providing financial advise for Life Insurance, General Insurance, Mutual Fund, Stocks, Fixed Deposits and other financial instruments. In my professional career, achieved some milestone.
Result oriented advice to investors to achieve their secured financial target and requirements with the proper planing according to their risk appetite.
Initiated financial awareness and "How to Save" campaign to motivate the people about the importance of time bound strategic investment plan.
Experience & Qualification
Qualification
ICAI
Experience as an Advisor
15 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Tax Consultancy
Online Tax Return Filing
Portfolio Management Schemes
Pan Service Providers
IPOs, Bonds & NCDs
Financial Education Providers
Share Tips & Trading Tools