About Me
MBA in Finance, CFA-Claritas Investment certificate & NISM Investment Advisor certificate holder with 5+ years of experience in Investment Planning and Advisory services.
About Work Experience
It's not always easy to talk about finances with friends and family. But the sense of confidence gained from working with an advisor is worth sharing.
If you have friends or family members who may benefit from working with me, please send them a message to let them know about my practice.
It’s tremendously fulfilling to help my clients make good decisions for their goals and circumstances. I know I’m successful when money becomes a positive influence in their lives and in the world.
If you could use a financial guide, contact me today for an initial no-cost, no-obligation ‘get acquainted’ meeting.
Experience & Qualification
Qualification
MBA, CFA-Claritas
Experience as an Advisor
5 Years
Total work Experience
5 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Education Loan
Financial Education Providers
Gold Saving Plans
Technical & Research Analysis
Share Tips & Trading Tools