About Me
I AM A RETIRED BANKER WITH OVER 34 YEARS OF EXPERIENCE IN THE FIELD OF BANIKING, INSURANCE, FINANCE, & TAX PLANNING. I NOW INTEND TO OFFER QUALITY FINANCIAL ADVISORY TO HELP MY CLIENTS GROW THEIR HARD EARNED MONEY AND ALSO HELP THEM ACHIEVE THEIR FINANCIAL DREAMS AND GOALS. I AM MORE INTERESTED IN HELPING THE MIDDLE CLASS & ECONOMICALLY WEAKER SECTIONS OF SOCIETY WHO DO NOT HAVE ACCESS TO SUCH SERVICES.
About Work Experience
i have a very wide exposure to Banking, Management, Taxation, Audit, Insurance, & Financial Planning with a total experience of 34 years in the BFSI industry.
Experience & Qualification
Qualification
B. Com C A I I B
Experience as an Advisor
34 Years
Total work Experience
34 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Online Tax Return Filing
NPS (National Pension Scheme)
Gold Saving Plans
Fixed Deposits