About Me
I am a financial advisor with years of experience in the field. I have worked with a verity of clients, from individuals to businesses, and have helped them achieve their financial goals. I am knowledgeable in a variety of financial topics, including investment planning, retirement planning, and tax planning. Thing which I love most is educating others on how to maximize their finances.
About Work Experience
We have been assisting investor since very long period in achieving financial goal either it was for planning for child education or Marriage financial planning or retirement and house planning through the various investment products. We are providing consultation on Mutual funds, PMS, Stock Broking and Tax Saving Bonds/ 80C Investment and others, Most important aspect for our business is Transparency, Trust and Technology.
Experience & Qualification
Qualification
MBA Finance & Marketing
Experience as an Advisor
8 Years
Total work Experience
8 Years
Services and Advisory Offered
Mutual Fund
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs