About Me
We provide all Financial Solutions Under One Roof..
PRODUCT BASKET :
Mutual Funds
Insurance (Life/Health/General)
Direct Equity
NPS
Loan Against Security (Mutual Fund or against Shares)
Home Loan
Will Writing
Secondary Bonds
PMS
MARS
About Work Experience
As Investment Advisor I started in the year 2013 and at present having 200+ satisfied Clients. We will help clients to achieve their Financial goals with effective and smart investment planning.
We are certified Mutual Fund Distributor recognized by the AMFI (Association of Mutual Fund of India),Insurance Product Distributor recognized by IRDA(Insurance Regulatory Development Authority).
Also we provide comprehensive Investment services. We use our complete knowledge of insurance, mutual fund & direct equity investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide Inflation beaten good rate of returns with financial solutions by setting goals to create wealth & happy retirement life..
Experience & Qualification
Qualification
BE IT
Experience as an Advisor
8 Years
Total work Experience
8 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Insurance Brokers
Online Tax Return Filing
Share Trading & Demat
Real Estate Brokers
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Will Writing Services
Loan Against Property
Consumer Finance
Technical & Research Analysis
Share Tips & Trading Tools
Fixed Deposits