About Me
I am fee-only financial advisor based out of Dehradun, uttarakhand, India.
I help clients in their financial plan and assist them to invest as per their financial goals.
I am also SEBI Registered Investment Advise r(INA100010484).
I provide advice-only or fee-only financial advice and does not sell any financial products to my clients.
I am fiduciary to all my clients and always put client interest first.
I don't have any ties with mutual funds companies and insurance companies to sell their commission based products.
I recommend direct mutual funds.
About Work Experience
I help all types to clients including retirees, mariners, businessmen, self-employed, doctors, professionals, professors, veterinarians. I have got 12 years of total experience in banking and financial services. I started Negi Financial (Fee-Only Financial Advisory) in 2018 to help clients who need unbiased financial advice.
Experience & Qualification
Qualification
CERTIFIED FINANCIAL PLANN..
Experience as an Advisor
12 Years
Total work Experience
4 Years
Services and Advisory Offered
Tax Consultancy
Portfolio Management Schemes
NPS (National Pension Scheme)
Financial Education Providers
Will Writing Services
Technical & Research Analysis
Share Tips & Trading Tools