About Me
Hi there,
I am Jayesh and am part of the Financial Industry since 2014 and am an Independent Financial Adivsor
I have been honing my skills through various activities including Tax Planning, Derivatives trading, Retirement Planning, Mutual Fund management, Insurance Advisory, Wealth creation etc.
I provide customized and useful information based on your needs by strictly following the Indian Laws.
By reaching out to me, I will not only secure your future but also assist your next generation to enjoy every moment of life without worrying about money.
About Work Experience
I assist my clients plan for their Goals by choosing the optimal investment available.
Learn how to restructure your Debts to live without the burden of EMI for ever.
I build Risk Profile for my clients based on current assets liabilities and future unforeseen events.
Experience & Qualification
Qualification
BE
Experience as an Advisor
5 Years
Total work Experience
1 Years
Services and Advisory Offered
Mutual Fund
Post Office Schemes
Online Tax Return Filing
Portfolio Management Schemes
NPS (National Pension Scheme)
Consumer Finance
Share Tips & Trading Tools
Fixed Deposits