About Me
We help you to achieve your financial goals effortlessly, by understanding your requirements, risk appetite, goal duration! We also help with portfolio reviews! Let your satellite portfolio generate market returns and core portfolio beat the inflation!
About Work Experience
We work with HR Executives, CFOs, CxOs, IT Professionals, NRIs, Doctors, Entrepreneurs who don't have time to manage their personal finances! We provide unbiased services and not tied up exclusively with any Asset Management Firm or Insurance Firm!
Experience & Qualification
Qualification
MBA Finance
Experience as an Advisor
20 Years
Total work Experience
20 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Portfolio Management Schemes
IPOs, Bonds & NCDs
Will Writing Services