About Me
As an independent advisor, we believe that strong relationships are built on trust. That trust is achieved by providing advice that is objective and aligned with your interests, being transparent in our recommendations and fees, and developing open and honest communication with our clients. As stewards of our client's wealth, our fiduciary responsibilities ensure that we keep our clients front and center. We are committed to using comprehensive wealth management counsel and tailored planning to help our clients build, manage and preserve their wealth. Helping our clients achieve their personal and financial goals is our number one priority.
About Work Experience
Following things, I Learn during my Advisory Journey
Represent the company in a highly professional manner
Basic database and technology concepts
Organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Excellent leadership skills to provide a high level of organizational development
Multi-task, work in teams, self-motivate/take initiative, innovate, work independently, adapt, accept and lead change, meet deadlines
Concepts, practices, and procedures of mutual fund marketing and product management in a financial services/broker-dealer environment
Industry knowledge, critical thinking, excellent verbal and written communication skills, collaborative spirit, and leadership by words, and more important, actions
Advanced knowledge of investment concepts, practices, and procedures used in the securities industry regarding applicable legislation, compliance standards, policies, and procedures within the assigned business area
Cultivating and maintaining effective working relationships at all levels of the organization
Experience & Qualification
Qualification
BSC
Experience as an Advisor
6 Years
Total work Experience
3 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Online Tax Return Filing