About Me
This is Ashwani Pachauri, i am from Agra. I have total 13 years of experience in IT. Last 2 years back i have pursued my hobby as my secondary job, and i am doing good in it. I like to meet new people and understand there needs and goals so that i develop growth plans according to there comfort.
About Work Experience
I have 2+ years of Financial planning experience.
I am Experienced personal financial advisor who successfully manages specially financial planning projects from inception to completion.
Consult with client to determine financial needs and goals and develop growth plans.
Promptly resolve customer service issues and answer financial questions.
Offer detailed, research based advice on strategies to meet clients needs.
Continuously network and build individual client base.
Experience & Qualification
Qualification
BSC IT / Pursuing CFA
Experience as an Advisor
13 Years
Total work Experience
2 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
IPOs, Bonds & NCDs
Financial Education Providers
Fixed Deposits