About Me
Financial planning is the key to fulfilling your dreams and aspirations. From providing for your family to buying a home or a car, good planning ensures lifetime financial security for your family, even in case of an unfortunate event of the death of an earning member of your family. The sign of a sound financial plan is the inclusion of adequate life insurance coverage in the plan, with an element of savings built along side.
Life Insurance is also an important saving instrument. Insurance saving plans can help you organise specific needs like saving for your child's education, marriage, settlement in life, purchase of a house, retirement and other financial goals.
We all have dreams and aspirations like buying a house, giving our children's the best education and having a comfortable life after retirement. These dreams can be fulfilled only by planning our finances well. One of the key steps in financial planning is investing in Wealth Creation Plans.
Wealth creation plans offer more liquidity options and are ideal for customers who are risk savvy and want the protection of a life insurance cover along with the returns of market-linked instruments.
About Work Experience
I have worked in a senior position in a Insurance & Financial Sector for 10 years. I have worked in almost all the departments in the Financial Sectors , having a varied experience of all the department .
Experience & Qualification
Qualification
MBA
Experience as an Advisor
10 Years
Total work Experience
5 Years
Services and Advisory Offered