About Me
A certified financial planner by profession and currently managing asset of investors in mutual funds and fixed income products. Passionate about Personal finance, fintech and aim to bring the best of these together. Responsible for starting and implementing of WealthApp India - An Online Investment Platform for Mutual funds. passionate about financial advisory business.
About Work Experience
More than 7 years of experience in the areas of Financial product sales, financial advisory, Training, and Business Strategies
Experience & Qualification
Qualification
CFP
Experience as an Advisor
8 Years
Total work Experience
4 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Certified Financial Planner (CFP)
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Fixed Deposits