About Me
MBA, AMFI certified, CFP . Worked as LIC agent for 9 years. Currently is engaged in Financial Planning and advising clients on investment in Mutual Fund , Company FD, Insurance , Tax , Bonds etc. Aim is to have comprehensive knowledge of Financial Planning and Financial products so that can help clients effectively. Have more than 200 satisfied clients because of their effective portfolio. Remains update and aware of changing market conditions so that can change client’s portfolio accordingly and timely.
Experience & Qualification
Qualification
CFP
Experience as an Advisor
9 Years
Total work Experience
9 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
IPOs, Bonds & NCDs
Fixed Deposits