About Me
I am a dedicated financial advisor on a mission to empower individuals to achieve their life goals. With a knack for identifying the perfect investment products, I guide people towards sound financial decisions that pave the way for their dreams to become reality. My expertise in the world of investments ensures that each client's unique aspirations are not only recognized but also realized, one strategic investment at a time.
About Work Experience
I am a dedicated financial advisor on a mission to empower individuals to achieve their life goals. With a knack for identifying the perfect investment products, I guide people towards sound financial decisions that pave the way for their dreams to become reality. My expertise in the world of investments ensures that each client's unique aspirations are not only recognized but also realized, one strategic investment at a time.
Experience & Qualification
Qualification
B.COM. / CA INTER / QPFP
Experience as an Advisor
5 Years
Total work Experience
5 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Online Tax Return Filing
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
Housing Loans
Personal Loan
Education Loan
Financial Education Providers
Gold Saving Plans
Will Writing Services
Gold Loan
Loan Against Property
Fixed Deposits