About Me
I am AMFI License holder Mutual Fund cum Financial Advisor. Help people to decide their financial goal at various stage of life. Like Financial Planning for their Marriage,Financial Planning for their Dream own house, Financial Planning for their Dream Vacations national and international , Financial Planning for their Children higher educations, Financial Planning for their Children Marriage, Financial Planning for their Retirement also deal for Secondary Bond Sale / Purchase, Online Portfolio Management . I also have Broker License to promote all kind of insurance products like Life Insurance like Endowment Plan, Term Insurance Plan , Employer-Employee Insurance plan, Car Insurance, Any kind of Motor Vehicle Insurance, Earthmoving Equipment Insurance, CPM Insurance, Mediclaim Insurance, Personal Accident Insurance,Group Mediclaim Insurance, Group Personal Accident Plan and any kind of others special insurance policy like Fire Policy for industries, Marine Policy for Export Business etc.. Also involved in Home Finance , Loan Against Property or Mortgage Loan etc....
About Work Experience
Basically I am Graduate Mechanical Engineer from well renowned college L.E.College, Morbi. I had totally more than 30 years of experience as General Manager in selling and marketing of JCB Make Earthmoving MAchineries from 1991 to 2012 in Gujarat Region. Then I had switched my carrier to get acquainted with latest digital technologies and start working with Opal Infotech as Vice President and market their products of digital marketing which helps my client to render their clients through their website first page ranking through various technology of SEO, SMO , Facebook Promotion, Facebook Ad , Alibaba Promotion etc.....
Experience & Qualification
Qualification
B.E.Mechanical
Experience as an Advisor
30 Years
Total work Experience
12 Years
Services and Advisory Offered
Mutual Fund
Insurance Brokers
Portfolio Management Schemes
Housing Loans
Personal Loan
Education Loan
Fixed Deposits