Manish Sinha - Portfolio Management Schemes Advisor in Sonari, Jamshedpur

Manish Sinha - Portfolio Management Schemes Distributors

Member since Jan 16, 2019

9934319195

skmanis@gmail.com

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About Me

At the outset, we would like to introduce ourselves as a passionate professional independent financial advisor (IFA), providing investment related services to a cross section of investors in different parts of the country for the last 10 years. We have always engaged ourselves for better and secured investment opportunity by trying to provide with the latest development in the investment field. We always try our best to provide an insightful advice to our investors that makes the crucial difference between right and wrong selection. I have completed Executive Post Graduate Program in Management from IIM-Indore and an Advance Program in Analytics for Business Excellence Course from McCombs School of Business, University of Texas, Austin, USA Our value prepositions are strong critical thinking capacity that helps plan & execute financial plans and strategies. Importantly, we have E-E-E (Experience, Education and Exposure) advantage with me which acts as my core strength. In short we are goal-oriented professionals offering end-to-end expertise across different categories of financial products & services. Our work includes, advising clients on drafting financial plans and implementing them successfully, predicting changes in the financial markets and forecasting the expected trends, recommending clients on tapping the opportunities wisely and gaining higher returns, providing assistance to clients on several financial matters such as Mutual funds, Bonds, Tax, Insurance and other investments etc. to fulfill a person’s short and long term financial goals. The products umbrella includes Mutual funds, Fixed Deposits, NPS, NCDs, Tax gain Bonds and Health Insurance and Services includes Investment Management, Goal Based Planning, Retirement Planning, Tax Planning and Portfolio Management. We currently enjoy trust and relationship of clients which includes HNIs, Corporates and Retail. For us, investors are the real assets of my business. Mission : Building relationships , spreading prosperity Vision : To be most compelling and respected company for our Investors.

About Work Experience

In my 12+ years of experience in Banking & financial services industry, I have worked with various mid and large organizations in different verticals catering institutions, HNIs and retail segment efficiently. Working on different financial products gave me a good working knowledge of financial products across liabilities, assets, wealth & trade services, retail assets and liabilities for various customer segments.

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