Monetize Capital - Certified Financial Planner (CFP) Distributors
Member since Jan 28, 2025
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About Me
A CFP Certified Financial Planner, MBA Finance Graduate, having experience of 18 years in the Financial Market.
About Work Experience
“Associate Partner” at Aditya Birla group- 2007-2015, “Select-Relationship Manager” at IndusInd Bank - 2015-2016, “Preferred-Relationship Manager” at HDFC Bank - 2016-2017 and “Senior Relationship Manager-Wealth” at India Infoline Finance Ltd. (IIFL)- 2017-2018. We celebrate December 1st, 2018 as the Foundation Day for “Monetize Capital".
Experience & Qualification
Qualification
MBA Finance
Experience as an Advisor
18 Years
Total work Experience
6 Years
Services and Advisory Offered
Life Insurance
Certified Financial Planner (CFP)
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Monetize Capital
006, Block-2. Wing-A, Suncity Gloria Apartments, K,
Ram Post, Sarjapura Main Road,,
Carmelaram,
BANGALORE,
Karnataka, 560035
LICENSE
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Life Insurance -
IRDA No.
ICI00064431 - Validity -
20-09-2035
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