JAIDEEP SHIRALI - Fixed Deposits Distributors
Member since Mar 9, 2013
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About Me
An Engr & MBA with over 15 yrs experience in financial markets, I advise clients on mutual funds, bonds/ debentures/ NCDs, fixed deposits, general and life insurance and pension products. I monitor client portfolios for these products, giving them periodic portfolio updates and update them on investment opportunities. My advice is based on the client's age, tax factors, risk profile and financial goals. I am a corporate trainer on the financial markets & NBFC operations. I answer many queries on Quora.com related to investments
About Work Experience
I an an Engineer & MBA from Mumbai University. I have been in the core management team that set up OTC Exchange of India, our first national computerized stock exchange in 1992. I have been advising clients on mutual funds, bonds/ debentures, fixed deposits, general and life insurance and pension products. I manage client portfolios for clients for these products, giving them regular reviews and updates, as also investment opportunities. I advise the client based on factors like age, ability to take risks and tax factors, among others. I have lectured at the BSE Training Institute and corporate employees on wealth management, financial products and NBFC operations. Most of my clients have been with me for more than 5 years and trust me for my advice.
Experience & Qualification
Qualification
BE., MMS
Experience as an Advisor
30 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Financial Education Providers
Gold Saving Plans
Will Writing Services
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
JAIDEEP
B56 MALHAR SKYBUILD VILLAGE,
OPP. POISAR GYMKHANA,
Kandivali West,
Mumbai,
Maharashtra, 400067
LICENSE
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Mutual Fund -
ARN No.
81143 - Validity -
30-11-2019
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