About Me
I am Ex Bank Manager with over 33 years of Experience in the field of Finance. I am a Certified Financial Planner which is taken as Gold standard in this field all over world.After taking VRS from the Bank after 28 years of service I started this company providing Complete Financial Planning Retirement, Estate and Investment Planning. Life Insurance - LIC, ICICI, HDFC, General Insurance Medicalim, Car, Home, Industry & Office Insurance. Investments in MFs, FDs, Bonds, Real Estate etc.
Experience & Qualification
Qualification
MA,CAIIB, PGDPM, CFP
Experience as an Advisor
25 Years
Total work Experience
33 Years
Services and Advisory Offered
Life Insurance
Post Office Schemes
Certified Financial Planner (CFP)
Real Estate Brokers
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Education Loan
Financial Education Providers
Will Writing Services
Loan Against Property
Property Management Services
Fixed Deposits