Varsha Patel - Portfolio Management Schemes Advisor in Adajan, Surat

Varsha Patel - Portfolio Management Schemes Distributors

Member since Jan 18, 2020

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aksharfinservices@gmail.com

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About Me

I love to advise in the field of Finance.

About Work Experience

Myself Anil Patel having a degree of CERTIFIED FINANCIAL PLANNER CM, a highest certification in personal finance, recognized in 26+ countries. More than 20 years of experience as a key person in banking and financial services sector. Currently working as a Self-employed professional & Chief Financial Planner of M/s Akshar Financial Services at Surat. We are servicing people to step up towards the “Financial Freedom” & make them the real experience of Healthy, Wealthy and Happiness in life. I have vast experience with leading brand HDFC Bank Ltd. as a Senior Branch Manager for 9 Years, 5 years with local Co-Op. Banks and 5 Years with Essar Steel Ltd. Also, keen interest in goal-based financial planning, provide a need-based solution & give utmost satisfaction to the customer. It’s my hobby and passion to help people in the field of personal finance. We believe that through proper financial planning, disciplined expense behavior, invest in the right asset class & stay invested long term in the financial sector, will lead us to achieve our goals in life & wealth creation. We are keen to help the people to minimize the impact of any financial hurdles in life, to achieve financial freedom and true happiness in life.

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