FinVise India - Pan Service Providers Distributors
Member since Jul 14, 2016
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About Me
Independent advisors and distributor of financial products, real estate & loans. Vast Industry experience with comprehensive knowledge of financial products, real estate & mortgage. Working with Business Class, Professionals, Self Employed & employees of Corporates such as GE Capital, Evalueserve, Simon Carves, Metso Minerals, Canon, McKenzie, Genpact, Cairn India, Philips, Punj Lloyd, Cargill, Hughes, etc.
Our Mission:
To help our clients in fulfilling their savings, investment, insurance, housing, taxation, pension and estate planning needs.
For you, this means we are here to help you think about your financial goals and provide you with the right financial instruments to achieve them.
For us, this means that you always come first.
About Work Experience
Chief Financial & Real Estate Expert at FinVise India
Former Senior Manager at Investors Clinic
Former Business Manager at IndiaMART InterMESH Limited
Former AVP at Karvy Private wealth - KSBL
Former Area Manager at iTrust Financial Advisors
Former Relationship Officer at PRY Chadha Company
Experience & Qualification
Qualification
MBA
Experience as an Advisor
11 Years
Total work Experience
11 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Insurance Brokers
Tax Consultancy
Online Tax Return Filing
Real Estate Brokers
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Financial Education Providers
Gold Saving Plans
Will Writing Services
Property Management Services
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Certified Goal Planning Specialist
Address
FinVise India
N - 8,
Laxmi Nagar,
Laxmi Nagar,
Delhi,
Delhi, 110092
LICENSE
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Mutual Fund -
ARN No.
92723 - Validity -
06-09-2018
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