I am Certified Financial Planner (CFP) and a Chartered Market Technician (CMT). I have been into the profession since 2004.
About Work Experience
I am in this profession from last 12 years and managing a boutique wealth management practice focussed on providing investment solutions customised to client needs. We have a customer centric approach with a clear focus that the client interest is paramount to us. We have been consistently growing from last 10 years and many of the leading asset management companies have recognised our contribution.
Experience & Qualification
Qualification
CFP
Experience as an Advisor
12 Years
Total work Experience
12 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Technical & Research Analysis
Affiliations
Market Technicians Association, New York, USA
Awards & Recognition
CMT
Address
Ashwani
Wealthmate, 42, 4th Floor,
City Square Building, Civil Lines, GT Road,
G T Road,
Jalandhar,
Punjab, 144001
LICENSE
Mutual Fund -
ARN No.
26919 - Validity -
28-12-2017