About Me
I started my career as a research analyst in the financial world. Worked with a broker where our only clients were financial institutions. Over years, explored the world of trading the financial markets as well as investing in them.
I started to train and consult people in 2015, having seminars in major cities in India. 2017 onwards a lot has been online too.
I belive money making and wealth creation go hand in hand. One needs to be clear and well planned. The plan for a HNI would be different, for a young graduate with his or first job would be different.
I have helped more than 2000 people to improve their experience with investments either through equity directly or mutual funds. The psychology of investment and goal planning are my strengths and doing research on the best opportunities is my second nature.
About Work Experience
Consulting clients on learning equity directly. Disturbing mutual funds, as per the clients profile, age and career path.
Business development with regards to
Automated trading and Crypto currency.
Experience & Qualification
Qualification
B.com, CFA-2, CMT 3
Experience as an Advisor
12 Years
Total work Experience
1 Years
Services and Advisory Offered
Mutual Fund
Housing Loans
Personal Loan
Financial Education Providers
Gold Loan
Loan Against Property