Mind Your Money - Fixed Deposits Distributors
Member since Mar 31, 2020
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About Me
Mind Your Money is passionate about providing the solution to the clients on their life's goals, well being, and wealth creation.
Solutions we provide :
Insurance solutions (for Self health and Life, CAR, House and property, Fire, Travel, etc)
Children Education Planning
Retirement Planning
Tax planning
Dream Car Planning
Dream Home Planning
Dream Vacation Planning.
We have different solutions matching your needs.
About Work Experience
Worked with SBI card in various roles viz. Sales Trainer and Team Leader across Mumbai ,Thane and Indore.
Worked with a well established Wealth Advisory firm as Client Relation and Operation associate for more than 2.5 yr till recently. Handling HNI , And non HNI , NRI and Non NRI wealth portfolios.( Feb'2020)
Experience & Qualification
Qualification
MBA
Experience as an Advisor
11 Years
Total work Experience
3 Years
Services and Advisory Offered
Mutual Fund
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Financial Education Providers
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Mind Your Money
RAJHANS CAMPUS , NR RAJHANS CINEMA,
PAL HAZIRA ROAD, PAL,
Adajan,
Surat,
Gujarat, 395009
LICENSE
|
Mutual Fund -
ARN No.
130668 - Validity -
23-09-2023
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