I am a Doctor by profession into private medical practice since 2001 and basically into primary healthcare. I always had an inclination towards savings and investments and was doing things my own way. In Jan 2008 I had an opportunity to work as a life insurance advisor with a private life insurance company. That is when I decided to pursue CFP. I started from scratch and I completed my final module in April 2009 and was awarded CFP certification in Feb 2011 after 3 years of relevant experience. I am managing both the professions simultaneously and try my best to give justice to both.
About Work Experience
Not Specified
Experience & Qualification
Qualification
BHMS, CFP
Experience as an Advisor
5 Years
Total work Experience
5 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Affiliations
Not Specified
Awards & Recognition
Not Specified
Address
Xete Verenkar Ravi
H No. 133/A, Bazarwaddo,
Near P.H.C., Cansaulim,
Cansaulim,
Margao,
Goa, 403712
LICENSE
Mutual Fund -
ARN No.
83403 - Validity -
30-09-2014
Life Insurance -
IRDA No.
8834119 - Validity -
30-09-2014