About Me
Our firm creates investment portfolio on the basis of principles of financial planning.
We have the best interests of our investors at heart and want our clients to make the best use of their money.
We provide complete assistance as regards to the medium, duration and type of investments to be done.
About Work Experience
Our approach towards investment:
1. Clear understanding of investments for short term and long term goals with assets allocation strategy.
2. A step by step planning approach to reach financial goals like retirement, child education, child marriage, buying a house, and other dreams.
Experience & Qualification
Qualification
BCom
Experience as an Advisor
11 Years
Total work Experience
7 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Real Estate Brokers
NPS (National Pension Scheme)
Housing Loans
Financial Education Providers
Will Writing Services
Fixed Deposits