About Me
I am a Financial Portfolio Manager with a vast experience of analysis in stock markets. I model portfolios of people as per their requirements also considering the existing investments. I also provide advice on Taxation matters and investments are recommended considering the tax burden of the same
About Work Experience
Over this journey of advisory I have aimed at changing the investment methodology of people into more of an informative and customisable one so as to suit the needs of the investors. Being an analyst in this field, I keep a keen watch over the portfolios of the clients and thereby tried to ease the experience of investing into a hassle free and trouble free one.
Experience & Qualification
Qualification
BCom
Experience as an Advisor
6 Years
Total work Experience
3 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Tax Consultancy
Portfolio Management Schemes
IPOs, Bonds & NCDs