About Me
I help my clients with their Financial Planning & link their investments to each goal so it is easier to access. I also provide timely Portfolio Reviews so changes, if any, can be made in investment strategies or goals.
Currently managing more than 5 Crores and helping 150+ clients on their Financial journey.
About Work Experience
I have worked as a Unit Manager for NJ India Pvt. Ltd. In Bangalore for 2 years. I used to train Financial Advisors on how they can help their clients with Financial Planning using Mutual Funds, Insurance, Loans, Corporate FDs, Direct Equity, Bonds, etc.
I left my job and started my Financial Advisory in Bicholim Goa using the same Products & Services and my experience from Bangalore to spread Financial awareness to my clients.
Experience & Qualification
Qualification
PGDM
Experience as an Advisor
4 Years
Total work Experience
6 Years
Services and Advisory Offered
Mutual Fund
Insurance Brokers
Share Trading & Demat
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Will Writing Services
Fixed Deposits