About Me
I'm a Certified Financial Planner (CFP), passionate about helping my clients to meet their financial goals suiting to their needs. CFP by passion and an IT veteran by professional currently into full time in Financial domain. My goal is to make people invest in the right products to generate wealth for their desired purpose. It does not matter what size one can invest but the right advice and patience can turn the investment into sizeable wealth.
About Work Experience
I'm a Certified Financial Planner engaged in assisting clients to attain their financial goals thru enablement and empowerment. CFP by passion and an IT veteran by professional currently full time into Financial domain. My primary objective is to construct a solution suits to the clients' need after assessing their risk profile, type of goal, and time horizon. To deliver unbiased service, I'm not associated with any Financial product/service provider. In the process of customer empowerment, I do conduct various financial programs along with my team to help investors to make informed financial decisions.
Experience & Qualification
Qualification
BCA
Experience as an Advisor
5 Years
Total work Experience
5 Years
Services and Advisory Offered
Mutual Fund
Post Office Schemes
Certified Financial Planner (CFP)
Portfolio Management Schemes