About Me
We are a specialized mutual fund distribution firm earlier associated with The Advisor. We have empanelled ourselves with over 20 most reputed mutual fund houses in India and cater to the financial requirements to investors based in Hubli, Pune, Belgaum, and Bangalore.
About Work Experience
Having worked in various banks as an investment counselor for over 10 years, we started a wealth management firm in 2007 in the name of the Advisor, however due to SEBI regulatory changes, the mutual fund distribution arm was renamed as Shaard Mutual Fund Distributors in 2020 and is empanelled with over 20 top asset management companies in India. Our clients, include, HNIs, Corporates and trusts.
Experience & Qualification
Qualification
BBM, MBA
Experience as an Advisor
22 Years
Total work Experience
17 Years
Services and Advisory Offered