An MBA in Finance and 10 years experience in Software as a Marketing Analyst. A committed Personal Finance Professional who considers every client investment as my own. I enjoy devising the best financial plan for my client families to achieve their GOALs at various stages of their lives.
Practice at a glance
1
Years of Experience
15
Families Served
₹0.25
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BE – Bachelor of Engineering
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Global Investing
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Ashok kumar .