About Me
Qualified member of MDRT (Million Dollar Round Table), USA for the 10 times in year 2011. MDRT is recognized internationally as the standard of sales excellence in the life insurance and financial services business. Qualified Chairman Club Member of LIC of India for the consecutive 3rd year. Qualified as a Certified Financial Planner (CFP) in 2011 which is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is prestigious & internationally accepted Financial Planning qualification recognized and respected by global financial community. Qualified as a Registered Financial Consultant (RFC) which is a professional designation awarded by the International Association of Registered Financial Consultants. Other qualified certification includes AMFI & IRDA Certification. Director at Matalia Stock Broking Private Limited. (NSE/ BSE/ NSDL/ MCX-SX / MCX) More than 20 years of experience in Insurance & Financial Services. Providing Financial Planning, Life & General Insurance services along with other wide ranges of financial services & products over 2500 clients across globe. Other range of services includes Financial Planning, General & Life Insurance, Mutual Funds Other investment solution includes Stock Broking & Real Estate Services.
Experience & Qualification
Qualification
B.Com, CFP
Experience as an Advisor
25 Years
Total work Experience
25 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)