About Me
We help IT Professionals in achieving their financial goals like Retirement, Kids education, etc., through my unique ASPIRE approach.
Certified Financial Planner (CFP) by qualification, the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. Also certified by IRDA and AMFI for Insurance and Mutual Fund advisory services.
About Work Experience
We are currently assisting 110+ families in achieving their financial goals.
We follow a 6 step process to complete understand, design a customized approach to achieve your goals and help you in continuously monitoring the same.
We don't promote/suggest any product where we ourselves don't invest.
Experience & Qualification
Qualification
B.Com
Experience as an Advisor
17 Years
Total work Experience
2 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Tax Consultancy
Certified Financial Planner (CFP)
Will Writing Services