About Me
Got a rich working experience of more than 17 years in Indian financial market, worked with India’s largest bank in various capacities from Assistant Manager to Senior Management (Chief Manager). having wide exposure in Credit, Investment, Risk Management, Non-performing Asset Management (NPA), Forex Market (Export/Import & Credit), branch operation and administration. Started wealth management in year 2014 and presently serving many HNI and retail clients
About Work Experience
Got a rich working experience of more than 17 years in Indian financial market, worked with India’s largest bank in various capacities from Assistant Manager to Senior Management (Chief Manager). having wide exposure in Credit, Investment, Risk Management, Non-performing Asset Management (NPA), Forex Market (Export/Import & Credit), branch operation and administration. Started wealth management in year 2014 and presently serving many HNI and retail clients.
Our Mission
1. Promoting Continuous Education that is comprehensive, current & practical
2. Provide & deliver high quality advice & service to clients
3. Upholding clients’ interest in highest priority & helping them to achieve financial security & independence
Experience & Qualification
Qualification
Graduate, CAIIB, JAIIB,
Experience as an Advisor
17 Years
Total work Experience
6 Years
Services and Advisory Offered
Mutual Fund
Portfolio Management Schemes
Fixed Deposits