Having 5+ Years expereince, can create awareness about Financial Planning & help in setting financial goals & how to achieve them through various financial investment objects.
About Work Experience
Having 5+ Years expereince, can create awareness about Financial Planning & help in setting financial goals & how to achieve them through various financial investment objects.
Experience & Qualification
Qualification
IFA
Experience as an Advisor
9 Years
Total work Experience
5 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Insurance Brokers
PPF (Public Provident Fund)
Post Office Schemes
Tax Consultancy
Online Tax Return Filing
Tax Return Preparers (TRPs)
Certified Financial Planner (CFP)
Chartered Accountants
Share Trading & Demat
Commodties Trading
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Financial Education Providers
FOREX Trading
Gold Saving Plans
Will Writing Services
Loan Against Property
Technical & Research Analysis
Share Tips & Trading Tools
Fixed Deposits
Affiliations
Not Specified
Awards & Recognition
Achieved Best SiP Planner , Right Advisor Right investment