About Work Experience
? Nearly 10 years of distinguished & fruitful experience in helping clients with their financial needs as a Certified Financial Planner. ? Established good relationship and analyzed the client goals and suggested suitable products to achieve them. ? Offering Financial Planning solutions for clients? Insurance, Investment, Health, Retirement and many other short term and long term goals. ? Providing exhaustive, relevant information and helping clients in their Tax Planning. ? Holds the distinction of receiving various appreciation mails from clients and reporting officers ? Effective communication with excellent relationship building and interpersonal skills sfd
Experience & Qualification
Qualification
B.Com, CFP
Experience as an Advisor
10 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Certified Financial Planner (CFP)