About Me
I am a Certified Financial planner, CFP. Working in the field of Banking and Financial services for last 19 years.
We have got a highly qualified team to serve our client. With us, it's always client first approach. We follow Ethics@Heart and Growth in Mind.
We try to be Always with our client and remain transparent so that long term association can be built.
About Work Experience
Started career as Banker with Standard Chartered Bank. Worked with Reliance Life Insurance for 4 years as Branch Manager. And with Tata AIA Life as Regional Manager for OOC Channel.
Since March 2014 working as a full-time financial advisor.
Experience & Qualification
Qualification
CFP
Experience as an Advisor
19 Years
Total work Experience
19 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Post Office Schemes
Certified Financial Planner (CFP)
Share Trading & Demat
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
Housing Loans
Personal Loan
Financial Education Providers
Will Writing Services
Technical & Research Analysis