Build Wealth Investments - Mutual Fund Distributors
Member since Dec 26, 2024
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About Me
I AM WORKING WITH SAME LOCATION PAST 21 YEARS EXPERIENCE IN FINANCIAL PRODUCTS LIKE MUTUAL FUNDS,INSURANCE,BONDS,HEALTH, ( ASSETS & LIABILITIES SIDE) BUT SPECIALIZED IN FINACIAL PLANNING OF MF & SIP.
About Work Experience
Past 21 year experience various financial products ICICI BANK personal loan and HDFC HOME finance, and wide experience in IIFL Mutual funds, Insurance, NCD, Bonds, Gold loans ,last 7 years do exclusively Financial planning and advising in Mutual funds and systematic investments plan, Handling Personal financial planning for HNI & Individuals, Tax planning also
Experience & Qualification
Qualification
Master of Computer Applic..
Experience as an Advisor
21 Years
Total work Experience
7 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Education Loan
Financial Education Providers
Gold Saving Plans
Gold Loan
Consumer Finance
Technical & Research Analysis
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Build Wealth Investments
NO 5, 2ND FLOOR,SHANMUGA COMPLEX,
UPSTAIR CHENNAI COMPUTER,WEST CAR STREET,
Tenkasi,
Tenkasi,
Tamil Nadu, 627811
LICENSE
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Mutual Fund -
ARN No.
ARN-114920 - Validity -
15-09-2025
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