About Me
I AM BCOM ,CFPCM,CWM. I AM IN THE FINANCIAL SERVICES FROM 1993. I AM DEALING ALL FINANCIAL PRODUCTS. MY FOCUS IS CLIENT CENTRIC AND THEIR FINANCIAL GOALS. I PROVIDE TIAILOR MADE SOLUTION TO MY CLIENTS WITH PERSONAL ATTENTION. MY OVER ALL EXPERIENCE IN THIS FIELD IS ABOUT 27 YEARS.
About Work Experience
I AM BCOM, CFPCM,CWM. I AM I FINANCIAL SERVCIE SINCE 1997. MY APPROACH IS CLIENT CENTRIC. I RPOVIDE TAILOR MADE SOLUTIONS TO MY CLIENTS WITH PERSONAL MEETINGS. MY OVER ALL EXPERIENCE IS 27 YEARS.
Experience & Qualification
Qualification
BCOM, CPCM,CWM
Experience as an Advisor
12 Years
Total work Experience
27 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Post Office Schemes
Certified Financial Planner (CFP)
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs