About Me
I am a certified Mutual Fund Distributor (ARN Holder) with over 9 years of rich experience in the financial services industry. I have worked with leading AMCs like Franklin Templeton, Bank of India Mutual Fund, and Bandhan Mutual Fund as a Senior Relationship Manager.
About Work Experience
I am a certified Mutual Fund Distributor (ARN Holder) with over 9 years of rich experience in the financial services industry. I have worked with leading AMCs like Franklin Templeton, Bank of India Mutual Fund, and Bandhan Mutual Fund as a Senior Relationship Manager.
Through my initiative Asset Flow, I help salaried individuals, business owners, and tax-payers achieve their financial goals through mutual fund investments, tax planning, SIPs, and goal-based strategies. I focus on building long-term relationships with clients through personalized service and trustworthy advice.
Experience & Qualification
Qualification
B.A.
Experience as an Advisor
9 Years
Total work Experience
1 Years
Services and Advisory Offered