Experienced and a passionate Personal Financial Advisor who successfully looks after the overall portfolio management of the investors. An avid and ethical financial Planning who initiates and executes the financial transactions
About Work Experience
Expert in Financial service
Experience & Qualification
Qualification
MBA
Experience as an Advisor
14 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Portfolio Management Schemes
IPOs, Bonds & NCDs
Financial Education Providers
Will Writing Services
Technical & Research Analysis
Fixed Deposits
Affiliations
Certified by NISM to advise on investments including mutual funds
Awards & Recognition
Work for cprofit which won the best advisor award for financial Year 2013-14 by KAMFA
Address
Suresh
352,
8th cross,
Jayanagar 4th T Block,
Bangalore,
Karnataka, 560041
LICENSE
Mutual Fund -
ARN No.
90855 - Validity -
10-07-2019
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