EquiZen - Fixed Deposits Distributors
Member since Aug 27, 2024
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About Me
I am a CA and a CFA. I have more than 24 years of experience in financial services. I have worked in Life Insurance for six years and for more than 18 years in mutual funds such as Birla, Taurus, Deutsche Bank and Mahindra. I was the CFO/COO of these four mutual funds. I have great understanding and knowledge of finance and investment products and I aim to help people manage their finances and investments properly by giving them advice that works for them than for me.
About Work Experience
I have extensive experience working in start ups as well as large and established companies. I have worked for large conglomerates and MNCs as well as small owner driven companies. I have the ability to be flexible and adapt to different circumstances and environments.
Experience & Qualification
Qualification
CA. , CFA
Experience as an Advisor
30 Years
Total work Experience
2 Years
Services and Advisory Offered
Mutual Fund
Chartered Accountants
Portfolio Management Schemes
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Education Loan
Financial Education Providers
Will Writing Services
Consumer Finance
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
EquiZen
C 1607 Oberoi Splendor,
JVLR Jogeshwari East,
Jogeshwari East,
Mumbai,
Maharashtra, 400060
LICENSE
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Mutual Fund -
ARN No.
272487 - Validity -
10-07-2026
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