About Me
For me, unlocking the potential of Service Industry seemed the right way ahead and thus, in late 2020 I started to join the finance service industry after completion of MBA and then gone through various financial models, which has since culminated in Mutual fund and Insurance sector, a freelancing started with the vision not only to facilitate learning but also to accelerate and provide best service as well as to improve the financial growth of clients
About Work Experience
My Goals at Financial Industry:
1) Facilitating in selecting the right product ahead.
2) Providing the right blend of investment product & risk protection.
3) Enabling profitability of customers
Experience & Qualification
Qualification
MBA
Experience as an Advisor
3 Years
Total work Experience
5 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Insurance Brokers
Online Tax Return Filing
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Financial Education Providers
Gold Saving Plans
Gold Loan
Loan Against Property
Fixed Deposits