About Me
I am a certified Mutual Fund Distributor, passionate about helping individuals and families achieve financial independence through smart, goal-based investing.
With a focus on long-term wealth creation, retirement planning, SWP strategies, and disciplined asset allocation, I guide my clients in selecting the right mix of equity, debt, and gold funds tailored to their needs.
I believe in simplifying investments and building trust through transparent advice and consistent support. Whether you're starting your investment journey or looking for regular income from your portfolio, I'm here to help you plan with clarity and confidence.
About Work Experience
I am a certified Mutual Fund Distributor with 7 years of experience in helping clients build and manage their wealth through goal-based investing. Over the years, I have assisted individuals and families in planning for retirement, children’s education, tax savings, and creating monthly income through SWP strategies.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
14 Years
Total work Experience
7 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy