About Me
We are in business of financial planning providing services in Life Insurance, Health Insurance and Mutual funds. Our core strength lies in providing protection plans, Children's education solution, retirement solutions to individuals and corporates. Our goal based planning assists customer in reaching their goals.
About Work Experience
We have been enabling our clients on FIRE. Our core strength has been in educating individuals on the right way to invest and grow their corpus.
Experience & Qualification
Qualification
B Com, M Com, DBM, MMS
Experience as an Advisor
22 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Insurance Brokers
Tax Consultancy
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Gold Saving Plans
Will Writing Services
Loan Against Property
Share Tips & Trading Tools
Property Management Services
Fixed Deposits