About Me
Qualified as MBA & CA (Inter). Posses 4+ years rich experience in handling corporate investments in mutual funds. Specialised in formulating investment strategies based on macroeconomic scenario. Served as Research analyst in macroeconomics and mutual funds in a Delhi based company.
About Work Experience
More then 4 years experience in macroeconomics and mutual funds research. Specialised in formulating investment strategies for corporate clients based on major macroeconomic events. I follow the new age financial advisory practice by offering turn key solutions of handling complete financial plan. Planning includes Investments, Insurance, Contingency plan, Tax planning and even Income tax matters.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
4 Years
Total work Experience
4 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Online Tax Return Filing
Portfolio Management Schemes
Pan Service Providers
IPOs, Bonds & NCDs
Financial Education Providers
Gold Saving Plans