About Me
I am a Fee Only Financial Planner specializing in creating financial plan for my clients and helping then in drawing a Roadmap for their future. contribute articles in leading newspapers,magazines and finance portals. Indian Express, Business Bhaskar, Rashtriya Sahara, Daink Bhaskar,Money Mantra Magazine and Moneycontrol.com are some prominent media where I regularly contributes. I am also answering queries on personal finance shows of Zee and Sahara. Doing research & analysis of various financial products is my keen interest. I have been been conducting various training programmes for IFAs, Students pursuing CFPs and agents/advisors in financial services. IIT Roorkee and IMT Nagpur are some management institutes where i am associated for delivering lectures and participate in panel discussions. I also working with special children families assisting them to plan for their family future. This largely involves planning for two generations- The Special Child and Other Family Members.
About Work Experience
I have eleven years of experience in Financial Services Industry, throughout which I have worked in advising clients on investment planning. HDFC Bank,DCB, Motilal Oswal Wealth management are some of the organizations with whom i have worked with.
Experience & Qualification
Qualification
CFP, MBA
Experience as an Advisor
10 Years
Total work Experience
11 Years
Services and Advisory Offered
Life Insurance
Certified Financial Planner (CFP)