About Me
I'm a Personal Finance Professional with more than 12 years of experience in the Banking and financial services industry and wealth management. our aim is to help our clients make the right financial choices towards financial security and financial wellbeing. We are a one stop solution for all your financial needs.
You can call us to know more about us and our approach.
We look forward for a long-term relationship with you to help you achieve your financial goals and create wealth.
About Work Experience
Total 8 years of work experience of working with NJ India, ICICI Securities & HDFC Bank.
Experience & Qualification
Qualification
BE, MBA Finance
Experience as an Advisor
15 Years
Total work Experience
6 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
Housing Loans
Personal Loan
Education Loan
Financial Education Providers
Gold Saving Plans
Will Writing Services
Loan Against Property
Fixed Deposits