About Me
I am pleased to take this opportunity to introduce myself to you and to let you know of the services that I offer.
My name is Ketan Desai, representing SECURE Investments since last 10 Years. I specialize in expert financial planning. My goal is to help you find better ways to manage your cash flow. Whether you have just started to think of financial planning as a strategy in goal setting or you are expanding your current investment portfolio, I am here to help you.
About Work Experience
I can offer guidance to you in your tax strategy and lead you to the kind of investments and planning that will help you to achieve your goals. I deal in….
1)Mutual Funds
2)PMS – Equity/Mutual fund
3)Life Insurance – Term plan, Endowment plan, ULIP
4)General Insurance – Health Insurance, PA police, Vehicle Insurance, Fire Policy
5)Secondary bond market
6)Corporate FD
7)Real Estate
8)WILL writing service.
9)Loan Against security/Property
Experience & Qualification
Qualification
Diploma
Experience as an Advisor
13 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Will Writing Services
Fixed Deposits