About Me
Helping people achieve their crorepati dream through small systematic amounts in mutual funds. I have tied up with NJ India Invest Pvt Ltd (which is the largest distributor of financial products in India) and currently manages AUM of more than Rs 50000 crore. Through us not only you get the best fund advice as per your risk profile and return expectations but you also get the choice of multiple products in one screen, easy SIP, switch transfers just by a click. In mutual fund the first step is to agree that it is the best product out there for long term wealth creation and the next step is to choose a fund that suits your characteristics. The final step is to periodically review your investments and check if your desired goals will be met under present conditions. While most people are now putting their faith in Step 1 , they fail to adhere properly to the remaining two steps leading to bad investment decisions or lesser than expected returns. We help you in going through all the steps in a detailed manner with the least amount of hassles on your end.
About Work Experience
I have worked in HDFC as a credit analyst in housing loan portfolio and have learned a lot about the retail individuals preferences of financing and investments. I have also worked in CARE Ratings as a research analyst covering in depth corporate analysis. The primitive reason for mutual fund advisory is to help individuals become financially independent and bring a disciplined investing approach.
Experience & Qualification
Qualification
CA, FRM, CFA Level 3 pass..
Experience as an Advisor
2 Years
Total work Experience
1 Years
Services and Advisory Offered
Mutual Fund
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Financial Education Providers
Will Writing Services
Loan Against Property
Technical & Research Analysis
Share Tips & Trading Tools