About Me
We are committed to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those to whom we serve.
About Work Experience
I am qualified Chartered Accountant with total work experience of 10 years in field of Finance and Accounts. Last 7 years I am practicing Investment Advisory work where i suggest products like Insurance and Mutual Fund based on clients needs, requirement and risk taking capacity after considering his goal and time period.
Experience & Qualification
Qualification
CA
Experience as an Advisor
10 Years
Total work Experience
7 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Insurance Brokers
Tax Consultancy
Online Tax Return Filing
Chartered Accountants
Share Trading & Demat
Real Estate Brokers
Portfolio Management Schemes
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Education Loan
Fixed Deposits