Ashok Gowda - Certified Financial Planner (CFP) Advisor in Chikkalasandra, Bangalore

Ashok Gowda - Certified Financial Planner (CFP) Distributors

Member since Apr 29, 2013

9341210700

ashoka.ts.gowda@gmail.com

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About Work Experience

The last 10+ years of experience in the field of Insurance and investment consultancy I have learnt many things. However the most important thing is how my experience will really add value to my client. With my experience I understood that NO SELLING OF PRODUCT. The important role I play is explaining about the following subjects and making the prospect to understand the investment concept well * Importance of FINANCIAL PLANNING * Setting realistic GOALS * Explaining about the various instruments available in the system for investment * Elaborate on the products / schemes available in the MUTUAL FUND PLATFORM * How to choose the schemes depending upon ones needs and duration he can stay put * Constantly monitoring the portfolio and siege the opportunity to increase the return * How informed decision and disciplined approach towards investment will help the investor to create sustainable wealth over a period of time. Having been associated with substantial clientele with varying background I have acquired decent knowledge and capable of managing the investment of my clientele with utmost integrity and efficiently.

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