I am a Certified financial planner. I have previously worked with Zen Money and 6th sense financial planners as a consultant for financial planning. I have started my own firm in 2014. We handle around 75 families( 2 or more investing from the same family is counted as a single portfolio). We deal with both goal-based planning and other investment related products including term and health insurance.
About Work Experience
I have previously worked with Zen Money and 6th sense financial planners as a consultant for financial planning. I have started my own firm in 2014. We handle around 75 families( 2 or more investing from the same family is counted as a single portfolio). We deal with equity and debt products including govt bonds and company deposits.
Experience & Qualification
Qualification
CFP
Experience as an Advisor
6 Years
Total work Experience
6 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Affiliations
Not Specified
Awards & Recognition
Not Specified
Address
krishna kiriti
MIG A 119, Dr.A.S RAO NAGAR,
Ecil,
Hyderabad,
Telangana, 500062
LICENSE
Mutual Fund -
ARN No.
99687 - Validity -
25-11-2019