About Me
As an AMFI-registered mutual fund distributor, I offer a range of services including financial assessment, tax assessment, child future planning, retirement assessment, and portfolio review. With a focus on transparency and professionalism, I provide personalized strategies to help clients achieve their financial goals and secure their future. My goal is to offer expert guidance tailored to each client's unique needs.
About Work Experience
As an AMFI-registered mutual fund distributor, I offer a range of services including financial assessment, tax assessment, child future planning, retirement assessment, and portfolio review. With a focus on transparency and professionalism, I provide personalized strategies to help clients achieve their financial goals and secure their future. My goal is to offer expert guidance tailored to each client's unique needs.
Experience & Qualification
Qualification
B.Com
Experience as an Advisor
4 Years
Total work Experience
2 Years
Services and Advisory Offered