About Me
Chartered Wealth Manager (CWM) from the American Academy of Financial Management, USA and has worked with organizations like State Bank of India and HDFC Bank at various functional roles in this domain.
About Work Experience
Managing HNI & UHNI . Banking and Financial Services
Experience & Qualification
Qualification
MBA, Chartered Wealth Man..
Experience as an Advisor
14 Years
Total work Experience
14 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Tax Return Preparers (TRPs)
Real Estate Brokers
Portfolio Management Schemes
Will Writing Services