About Me
Committed to provide unbiased financial advice and continuous services until your financial goal achievements
About Work Experience
Started career in Banking Industry with ICICI bank and worked on different verticles with AXIS BANk, DBS Bank and Standard chartered bank. My last assignment was with HDFC bank as Private banking RM.
Throughout my working experience I learned about to maintain a long lasting client relationship one has to provide timely services with the product best suitable to their needs and don't push the product just to achieve sales target. I am here to stay and will be with you throughout the journey of your short, medium or long term financial goal achievement.
Experience & Qualification
Qualification
PGDBA
Experience as an Advisor
13 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Post Office Schemes
Tax Consultancy
Online Tax Return Filing
Share Trading & Demat
Real Estate Brokers
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Gold Saving Plans
Will Writing Services
Gold Loan
Loan Against Property
Consumer Finance
Share Tips & Trading Tools
Property Management Services
Fixed Deposits