About Me
Creating and managing comprehensive investment solutions based on asset allocation with an integrated approach towards wealth creation and management.
We cater to all segments to provide financial services through distribution of Mutual Funds, Life Insurance, Equities, Alternate Product like PMS and AIF, Bonds, Tax efficient instruments etc
About Work Experience
Creating and managing comprehensive investment solutions based on asset allocation with an integrated approach towards wealth creation and management.
We cater to all segments to provide financial services through distribution of Mutual Funds, Life Insurance, Equities, Alternate Product like PMS and AIF, Bonds, Tax efficient instruments etc
Experience & Qualification
Qualification
B.Com, AMFI, LIC agent
Experience as an Advisor
15 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Portfolio Management Schemes
IPOs, Bonds & NCDs
Share Tips & Trading Tools