About Me
A reputed name for comprehensive financial advisory and product distribution services.We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors.We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions.
About Work Experience
A reputed name for comprehensive financial advisory and product distribution services.We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors.We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions.
Experience & Qualification
Qualification
BCOM
Experience as an Advisor
15 Years
Total work Experience
8 Years
Services and Advisory Offered
Mutual Fund
General Insurance
Insurance Brokers
Tax Consultancy
Share Trading & Demat
Commodties Trading
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Gold Saving Plans
Will Writing Services
Fixed Deposits