About Me
An MBA from the prestigious Jamnalal Bajaj Institute of Management Studies with over 15 years of experience in the Financial Services / Banking industry. Have worked with leading organisations such as Bank of America and HSBC Ltd in diverse roles across asset classes and middle/senior management roles. Currently managing my own set up for offering Financial Planning, Risk Management (Life and General Insurance) and Wealth Management solutions for Retail, Corporate and HNI clients.
Experience & Qualification
Qualification
MBA, CFP
Experience as an Advisor
5 Years
Total work Experience
17 Years
Services and Advisory Offered
Certified Financial Planner (CFP)