About Me
Mechanical engineer with 30 years of work experience in engineering environment. 10 plus years of experience in developing & maintaining Quality System TS16949 / IATF 16949. Recently entered in area of personal finance & helping people to plan & achieve their goals.
About Work Experience
Joined Force Motors Ltd in 1989 as a Graduate Trainee Engineer. Worked in Tool Room in various areas like Conventional machining, CNC machining, Jigs & Fixtures Assembly, Press Tools Assembly, Tool maintenance, CNC Programming, Pattern Shop & Casting Procurement. Visited Germany / Italy for machine inspection & acceptance process. Visited China for inspection & verification of Tools offloaded for manufacturing. Team leader for selection / installation & commissioning of 7 nos of state of art CNC machines in Tool Room. Represented Tool Room as Management Representative for Quality Systems such as ISO 9001 , ISO 2000 , TS 16949 , IATF 16949 - for ten years.Before leaving the organisation was heading the machine shop & pattern shop in the capacity of Sr Div Manager & leading the work force of around 200 persons including workers , technicians, supervisors, engineers & managers. Now since 01-01-2020 entered the field of finance. Qualified NISM exam as Individual Mutual Fund Distributor. At present I am handling portfolio of 70 + satisfied investors. I am also handling Life Insurance Requirements & Fixed Deposit requirements of investors along with Mutual Funds. For this I am having tie up with ICICI Prudential Life Insurance , ICICI Home Finance & Shriram Transport & Finance Co. I am having tie up with Aditya Birla Money for providing service in opening & running Trading Account. Thus I can provide support for investing in stock market. I can provide help for Vehicle Insurance through Turtle Mint platform. Investors can get almost all services under one roof.
Experience & Qualification
Qualification
BE - MECHANICAL
Experience as an Advisor
30 Years
Total work Experience
3 Years
Services and Advisory Offered
Mutual Fund
Portfolio Management Schemes
IPOs, Bonds & NCDs
Financial Education Providers
Consumer Finance