About Me
We believe in providing perfect solutions as per our clients goal or needs. Having more than 10 years Experience in industry and with a client base of more than 200plus clients all over India.
We provide all type of Financial Planning solutions for Retirement planning, Tax Planning, Children's Higher Education Planning, Children's Marraige Planning, Planning for purchasing a home/Car, Risk coverage, Planning for foreign trip, etc.
About Work Experience
I started my career as a trainee in Angel Broking in 2007 and Worked as Relationship Manager in Reliance Capit Asset Management Co., got promoted as Assistant Manager till 2012 and finally decided to become an entrepreneur so that I can learn more & take my experience and knowledgelevel to a new heights...We have now 200plus esteemed clients pan India.
Experience & Qualification
Qualification
MBA- Finance, B.Com
Experience as an Advisor
10 Years
Total work Experience
5 Years
Services and Advisory Offered
Mutual Fund
Post Office Schemes
Tax Consultancy
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Fixed Deposits