Sridhar - Mutual Fund Distributors
Member since Jul 18, 2024
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About Me
Based in Bangalore, having good Knowledge on Mutual Fund, Tax advisory, Financial planning, Insurance and Stock Market. Contact me for best Mutual Fund services and Financial Planning.
About Work Experience
*Have a good network of clients and handling a client base of more than 100+ clients.
*Proven track record of Providing excellent customer service to both our internal and external clients and service partners, responding timely and professionally to client inquiries
*Providing telephone and email support.
* Sharing Reports of the investments made by client on timely basis and advising them on their investments.
*Advanced knowledge of investment concepts, practices and procedures used in the securities industry.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
15 Years
Total work Experience
8 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Online Tax Return Filing
Portfolio Management Schemes
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Gold Saving Plans
Loan Against Property
Share Tips & Trading Tools
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Sridhar
470,4th Main,Brahmaputra Nadi Road,Brundavanagar,
Srinagar,
Bangalore,
Karnataka, 560050
LICENSE
|
Mutual Fund -
ARN No.
159650 - Validity -
01-06-2025
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