Negi Financial  - Tax Consultancy Advisor in Dehradun, Dehradun

Negi Financial - Tax Consultancy Distributors

Member since Apr 8, 2021

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

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Negi Financial

96 Adarsh Colony,
Upper Nathanpur,
Dehradun,
Dehradun,
Uttarakhand, 248001

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