About Me
I am a Charted Financial Goal Planner (CFGP®) I provide complete financial planning for an Individual, family, Corporate.
My specialization in TAX consultation, Wealth building, Retirement planning, Child education planning etc
About Work Experience
I have been in this industry since 2012
Experience & Qualification
Qualification
CFGP
Experience as an Advisor
12 Years
Total work Experience
11 Years
Services and Advisory Offered
Mutual Fund
Post Office Schemes
Tax Consultancy
Online Tax Return Filing
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Education Loan
Financial Education Providers
Gold Saving Plans
Fixed Deposits