About Me
An AMFI Registered Mutual Fund Distributor for the past 20 years, and a Certified Financial Planner for the past 12 years, gaining knowledge and gaining experiences so that I can help you grow and manage your money wisely. Help me help you. Also a Qualified Personal Finance Professional.
About Work Experience
Services offered:
Basic Financial Planning
Comprehensive Planning
Retirement Planning
Tax Planning Consultancy
Goal-based Planning
House Purchase Consultancy
Experience & Qualification
Qualification
B.Com, CFP, QPFP
Experience as an Advisor
20 Years
Total work Experience
20 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Portfolio Management Schemes
NPS (National Pension Scheme)