About Me
A CERTIFIED FINANICAL PLANNER (CFP) AND CHARTERED FINANCIAL ANALYST (CFA) With more than a decade experience in financial services industry. One Stop solution for all your investment needs with services demat, stock broking, mutual funds, insurance (only term insurance), Financial Planning (Goal Based Financial Planning and Comprehensive Financial Planning), Bonds, Investments in Gold.
About Work Experience
A CERTIFIED FINANICAL PLANNER (CFP) AND CHARTERED FINANCIAL ANALYST (CFA) With more than a decade experience in financial services industry. One Stop solution for all your investment needs with services demat, stock broking, mutual funds, insurance (only term insurance), Financial Planning (Goal Based Financial Planning and Comprehensive Financial Planning), Bonds, Investments in Gold.
Experience & Qualification
Qualification
CERTIFIED FINANCIAL PLANN..
Experience as an Advisor
12 Years
Total work Experience
12 Years
Services and Advisory Offered
Post Office Schemes
Certified Financial Planner (CFP)
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Financial Education Providers
Gold Saving Plans
Will Writing Services