About Me
We are glad that you are taking the right decision to undergo through creating an investment portfolio, the results of which you are currently reading. We congratulate you in taking the important step that is serious about managing an investment portfolio in accordance with your needs and requirements for the future .
As a valued customer of ours, it gives us pleasure in doing this exercise with you. Please note that this effort by us is strictly a supplementary and add-on exercise in support of our primary business of financial products distribution. This courier must NOT be considered any investment advice by us, this exercise is directed towards better understanding your needs and providing information to you from time to time...
You must also understand that financial markets, economic conditions and personal situations may change overtime and this will have an impact on your portfolio and the investment objectives. Any projections or workings done, would have to be revisited and reviewed from time to time and upon any significant change in any of the situations stated above.
we request you to please contact us and convey your suggestions or concerns, any Plan which you have made but not linked with your investment We would be more than glad to revisit the portfolio and prepare to suit you the best as per your requirement,
We thank you for your interest in our services. Kindly get in touch with us for any queries or to know more about us.
We will keep you updated for any new development and new concept of investment through this mode in time to come...
About Work Experience
I have a total work experience in this field is about 6 years.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
6 Years
Total work Experience
6 Years
Services and Advisory Offered
Mutual Fund
Life Insurance