About Me
AMFI registered Mutual Fund Distributor, IRDAI certified Insurance Brokers, Certified Financial Planner, Qualified Personal Financial Professional, PGDBM in Financial Economist. I am passionate about Financial Planning and Goal Based Investment Planning for Clients. We have a team of qualified persons for serving clients.
About Work Experience
After Graduation in Commerce stream in the year 1991, pursued CA and passed Inter CA in 1993 and Final CA 1st Group in 1994. Joined in August 1995 Foreign Exchange and International Markets Trading Brokers Company based in Mumbai serving NRI and Foreign National clients and Overseas Body Corporate dealing with Brokers registered in Hong Kong and USA. In the year 1999 independent financial advisor practice started and is still going on in the journey of financial markets.
Experience & Qualification
Qualification
BCOM.CFP, QPFP
Experience as an Advisor
28 Years
Total work Experience
23 Years
Services and Advisory Offered
Mutual Fund
Insurance Brokers
Share Trading & Demat
Real Estate Brokers
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Education Loan
Financial Education Providers
Gold Saving Plans
Will Writing Services
Gold Loan
Loan Against Property
Consumer Finance
Fixed Deposits