About Me
MBA in Finance from tier B school with couple of years extensive working experience in finance industry along with teaching experience from prominent education institute of India.
For any issues related to Financial Planning (Fee Only Services) (Insurance, Estate, Investments, Retirement and Tax Planning) services feel free to contact us at
+91-9929901248/9772212349
Or mail us at
trade.investitur@gmail.com
About Work Experience
After, working with renowned financial service firms as relationship manager/compliance officer. I entered into Independent Advisory services along with sharing knowledge to post graduates management students as guest faculty in prominent institute of India.
Currently with the purpose of providing Fee Only Financial Planning services to clients
Experience & Qualification
Qualification
MBA
Experience as an Advisor
3 Years
Total work Experience
3 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Real Estate Brokers
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Insurance Surveyors & Valuers
Housing Loans
Personal Loan
Education Loan
Financial Education Providers
Will Writing Services
Gold Loan
Consumer Finance
Technical & Research Analysis
Share Tips & Trading Tools
Property Management Services
Fixed Deposits