About Me
We are team of qualifed professionals, working in area of financial products distribution, like, Mutual Funds, FD Bonds, Life Insurance, General Insurace, Financial Planning, etc.
Since 2004, we thrive to change the financial goal achieving process of our clients through meticulous planning and implementation.
We believe everyone has a right to achieve and enjoy their financial goals.
About Work Experience
Currently we cater over 400+ families helping them with determining and achieving their financial goals through various investment avenues.
Experience & Qualification
Qualification
B.com, AMFI, IRDA, NISM X..
Experience as an Advisor
15 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Portfolio Management Schemes
NPS (National Pension Scheme)
Will Writing Services
Fixed Deposits