About Me
A‘Financial Advisor’ as “Dani Financial Consultants” dealing with All Types of Insurance,Investments, Mutual Funds & Tax Savings as well as Portfolio Allocation as per your requirements, preference and expectations.
We have a Door Step Service network working throughout Bangalore that surely enables us to aid to get full Financial solutions in a single platform as per your requirements.
About Work Experience
The total portfolio Allocation, Best Advisory Plans and Value Research in different types of Mutual Funds.
All Types Mutual Funds
Life Insurance
General Insurance
Equity /Shares/Stocks
D-Mat & Trading Account
Chit Funds
Medical/Health Insurance
Vehicle/Motor Insurance
Child/Education Plans
Unit Linked Plans
House Hold& Insurance
Fire & Burglary Insurance
Shop Keepers Insurance
Overseas/Travel Insurance
The Retirement/Pension Plans
Property Investments
Your Goal, Our way, both are Win.
Plans Belongs to, Company/Industry/Projects/Associations/Trusts/Business
Group Gratuity Insurance (Tax Benefit under AS15)
Group Health Insurance (TMP-Tailor Made Policy from Day one Coverage)
EDLI, GTLI, ESLI.
CAR Policy (Contractors All Risk Insurance)
WCP (Workmen Compensation Policy)
Fire & Burglary Insurance
Shop Keepers Insurance
Fidelity guarantee & money Insurance
Marine & Air Cargo Insurance And
Other Project & Engg Insurance
Experience & Qualification
Qualification
Diploma
Experience as an Advisor
10 Years
Total work Experience
8 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Real Estate Brokers
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Gold Saving Plans
Gold Loan
Loan Against Property
Share Tips & Trading Tools
Property Management Services
Fixed Deposits