I am a financial advisor specializing in Mutual funds and Equity market. have more than 12 year experience in advising clients in industry and done more than 18 certifications in industry. Have many satisfied clients. I consider myself a HNI maker as many in my community go after HNI clients but I prefer a normal retail client and make them HNI.
About Work Experience
I have total work experience of about 25 years and working for last 12 years as financial advisor earlier worked in wealth management mutual fund and insurance companies.
Experience & Qualification
Qualification
B.Com
Experience as an Advisor
12 Years
Total work Experience
12 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
Housing Loans
Will Writing Services
Share Tips & Trading Tools
Affiliations
Not Specified
Awards & Recognition
Not Specified
Address
Sanjeev
Flat no 2, B Building Dnyaneshwar Nagar CHS Ltd,
Mahajani Path,Near Fatima Church,Sewri-Wadala,
Wadala,
Mumbai,
Maharashtra, 400031
LICENSE
Mutual Fund -
ARN No.
ARN-12942 - Validity -
04-08-2019
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