About Me
I am having a rich experience of 15 years in various financial domains like portfolio management, financial planning analysis, new business development, etc. He has successfully managed several large businesses in the financial service industry. Educating and advising clients on specific financial areas like mutual funds, retirement planning, stock market, insurance, taxes, education investment, etc.
About Work Experience
Birju Acharya IMF PVT is one of the top financial Services and Advisory firm started 15 years ago, and have extensive client base of more than 8000 Pan India and across the globe. They have vast experience in different financial sector and also provide thousands of people’s financial planning to achieve their predefined and fix goals. We are one stop financial & investment solutions Provider Company, with astute and growth focused experience in finance, allied management services. We look into financial needs as well as also advises in your investment needs. Our aim is to reach out to common man and extend the opportunity to create wealth by delivering different financial products.
We are highly motivated, responsible and committed individuals who are driven by the passion for the financial well-being of customers and the mission for transforming lives. Our primary measure of success is to have satisfied customers with our continuous and seamless services. We always endeavor to bring improvements and value additions in our offerings to meet evolving customer’s expectations and business challenges. Our vision is to give you best financial planning to fulfill your fix financial goals like child education, child marriage, retirement planning, insurance etc.
Experience & Qualification
Qualification
B.SC.
Experience as an Advisor
15 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Insurance Brokers
Tax Consultancy
Certified Financial Planner (CFP)
Share Trading & Demat
Portfolio Management Schemes
Technical & Research Analysis
Share Tips & Trading Tools
Fixed Deposits