About Me
I am a lecturer, an ex banker & a professional portfolio manager, I deal in all sorts of financial services & advisory for the same namely Mutual funds, Loans, FD, RD, Life insurance, general insurance- motor, health, business insurance, etc. Share trading etc
About Work Experience
I started my career with HSBC bank in the corporate banking division after the completion of my Post graduate diploma in Financial Planning & Wealth Management. Then I shifted to Kotak Mahindra bank in Branch banking, then I moved to a financial inclusion arm of SBI & BOI as corporate trainer for northern India, after which I moved to Barclays & then I joined as a lecturer with Indian institute of finance as a lecturer & along with that I am managing portfolio of my clients.
Experience & Qualification
Qualification
PGD in Financial planning..
Experience as an Advisor
11 Years
Total work Experience
11 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Insurance Brokers
PPF (Public Provident Fund)
Post Office Schemes
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Financial Education Providers
Gold Saving Plans
Gold Loan
Loan Against Property
Share Tips & Trading Tools
Fixed Deposits