About Work Experience
Proven track record in understanding client's financial objectives & providing optimum recommendation along with execution of the recommendation. Providing customized Financial Planning solutions thru various Financial Asset Classes like ; Equity, Debt or Fixed Income - Short-term & Long-term , Precious Metals ( Gold ) & Insurance. To help people achieve their financial dreams ( by identifying pre and post retirement goals ) thru tailor-made solutions , trust-based advice & quality services.
Experience & Qualification
Qualification
B.COM , MBA ( FINANCE ) ,..
Experience as an Advisor
9 Years
Total work Experience
9 Years
Services and Advisory Offered
Certified Financial Planner (CFP)
Portfolio Management Schemes