About Me
I am naveen from hyd. I have good amount of experience assisting clients with investments, insurance, estate planning, budgeting, retirement planning, saving for college, tax planning/prep, and other money matters
About Work Experience
I have good amount of experience assisting clients with investments, insurance, estate planning, budgeting, retirement planning, saving for college, tax planning/prep, and other money matters
Experience & Qualification
Qualification
MBA
Experience as an Advisor
10 Years
Total work Experience
10 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)
Chartered Accountants
Share Trading & Demat
Commodties Trading
Real Estate Brokers
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Insurance Surveyors & Valuers
Housing Loans
Personal Loan
Education Loan
Financial Education Providers
FOREX Trading
Gold Saving Plans
Will Writing Services
Gold Loan
Loan Against Property
Consumer Finance
Technical & Research Analysis
Share Tips & Trading Tools
Property Management Services
Fixed Deposits
Credit Assistance Companies