About Me
Certified Financial Planner
Providing personalized services of Comprehensive Financial Planning (Investment, Risk & Insurance, Retirement, and Taxation) for Salaried & Professionals.
Specialized Investment & Taxation Planning for Retirees/Retired individuals & NRIs.
About Work Experience
10 years’ experience in Financial Planning & Advisory, Wealth Management & Mutual Funds.
Worked with renowned Private & Multinational Banks, Asset Management Company.
Experience & Qualification
Qualification
Certified Financial Plann..
Experience as an Advisor
10 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Certified Financial Planner (CFP)