About Me
Pioneers in the field of Financial Planning. We have rich exposure in the Financial Investments space, Portfolio Advisory Space and offer World-Class Technology Support.
Financial Planning Process involves understanding an individual by understanding ones current financial situation and responsibilities, and then guiding to choose the right path for future.
Our endeavor is to streamline personal finances of all the people. People with better Financial conditions bring positive synergy in the environment. Hence, our efforts are to help people take better Financial Decisions as per ones need.
About Work Experience
1. Pioneer in the field of Financial Planning and Distribution
2. Professional with over 7 yrs of work experience
3. Empowered many clients through unique Financial Planning process
4. Combination of Technology and Financial Services. Played major role in grooming financial advisors to leverage technology
5. Key facilitator in building technologies for IFA
Experience & Qualification
Qualification
M.COM
Experience as an Advisor
10 Years
Total work Experience
7 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Tax Consultancy
Online Tax Return Filing
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
Fixed Deposits