About Me
We have 8 years of experience in Financial Services.We specialise in providing 360 degree Comprehensive Financial Planning Solutions.We mainly provide Retirement Planning, Insurance Planning, Tax Planning and Investment Planning. Our services are customer centric and knowledge oriented with more focus on individual solutions rather than bare products.Eventhough our main focus is on financial planning we work on the entire gamut of Financial Services like Mutual Funds, Life Insurance, Medical Insurance, All General Insurance needs, Fixed Deposits, Bonds and Home Loans. We help people achieve their finacial goals and our aim is to make them become Financial Independent thereby improving their lifestyle and also free to walk in the path they wanted to .
Experience & Qualification
Qualification
B.Tech, CFP
Experience as an Advisor
8 Years
Total work Experience
8 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Certified Financial Planner (CFP)
IPOs, Bonds & NCDs
Fixed Deposits