About Me
With over 20 years of experience, I a seasoned professional in financial planning, mutual fund distribution, retirement planning, and trading. As a Certified Financial Planner (CFP) and Mutual Fund Distributor, I bring a wealth of knowledge to help clients navigate their financial goals. Prior to this, I have spent 17 years in the banking industry, handling various profiles. I am dedicated to helping clients achieve financial success through strategic planning and personalized solutions.
About Work Experience
With over 20 years of experience, I a seasoned professional in financial planning, mutual fund distribution, retirement planning, and trading. As a Certified Financial Planner (CFP) and Mutual Fund Distributor, I bring a wealth of knowledge to help clients navigate their financial goals. Prior to this, I have spent 17 years in the banking industry, handling various profiles. I am dedicated to helping clients achieve financial success through strategic planning and personalized solutions.
Experience & Qualification
Qualification
PGDBM
Experience as an Advisor
20 Years
Total work Experience
5 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Share Trading & Demat
Commodties Trading
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Education Loan
Financial Education Providers
FOREX Trading
Will Writing Services
Fixed Deposits