About Me
As a trusted mutual fund distributor, I excel in a holistic range of financial services, seamlessly managing KYC processes and offering expert advice on Equity Mutual Funds, Liquid Funds, and Debt Funds. Specializing in Lump sum, SIP, SWP, and STP services, I guide clients towards comprehensive financial goals, including retirement planning, child education, vacation goals and marriage plans. With a commitment to disciplined and long-term investments, my personalized approach aims to secure financial freedom across diverse financial aspirations.
About Work Experience
In my nascent journey within the field of mutual fund distribution, I bring a fresh perspective coupled with an intense focus on fund selection and analysis. Despite being a newcomer, my robust knowledge base allows me to provide insightful recommendations and strategic insights. Eager to contribute my analytical skills to help clients make informed investment decisions and achieve their financial goals.
Experience & Qualification
Qualification
B.Tech
Experience as an Advisor
1 Years
Total work Experience
1 Years
Services and Advisory Offered