About Me
Financial planner and Wealth creator
My mission is to prepare investors in sound financial planning and showing them how to convert their current investments into regular or long term income.
What I use is a passive investment approach so we aren't letting the ups and downs of the market get in our way of reaching your long term goals. I use low cost, tax-efficient investments to keep costs at a minimum and asset allocation strategies that match your risk level.
I focus on mutual funds, stock market and insurance products and align them to your financial goals to achieve maximum results.
About Work Experience
Financial planner and Wealth creator
My mission is to prepare investors in sound financial planning and showing them how to convert their current investments into regular or long term income.
What I use is a passive investment approach so we aren't letting the ups and downs of the market get in our way of reaching your long term goals. I use low cost, tax-efficient investments to keep costs at a minimum and asset allocation strategies that match your risk level.
I focus on mutual funds, stock market and insurance products and align them to your financial goals to achieve maximum results.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
14 Years
Total work Experience
14 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Housing Loans