About Me
Currently I am a practicing Certified Financial Planner (CFP) in Bangalore, India. I derive immense joy in helping my clients create wealth and meeting their planned, quantifiable & measurable financial goals in their lives. Specialties:I specialize in Tax Planning, Estate Planning, Investment Planning, Cash Flow Management, Budget & Debt Management; Wealth Accumulation & Preservation; Risk Management & Insurance Planning; Retirement Planning & Employee Benefits.
About Work Experience
I have had 28 years of experience in varied industries such as Civil Engineering, Construction Management, Structural Engineering Design & Development; Teaching in an Engineering College, Mathematics, Education Department; Project Planning, Design, Development & Implementation of Infrastructure Projects, Using Cost & Value Engineering techniques to program infrastructure projects; Consultant Oversight of Infrastructure Project Development et cetera.
Experience & Qualification
Qualification
MS, CFP
Experience as an Advisor
18 Years
Total work Experience
28 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Certified Financial Planner (CFP)