With over a decade of experience in personal finance, I bring a wealth of expertise as a Certified Financial Planner (CFP), Qualified Personal Finance Professional (QPFP), and holder of a Masters in Business Administration with a specialization in Financial Management. Currently a vital member of the core team at SIP MF Services LLP, I am instrumental in providing comprehensive investment plans that empower clients to streamline their finances and embark on a successful journey towards achieving their financial goals.
My proficiency spans various areas, including tax planning, investment planning, risk analysis, insurance planning, individual budgeting, cash flow analysis, net worth analysis, goal planning, and estate planning. By leveraging my knowledge and skills in these domains, I offer invaluable guidance to clients, helping them make informed decisions and optimize their financial resources.
Practice at a glance
10
Years of Experience
300
Families Served
₹150
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:
Qualification Completed
QPFP – Qualified Personal Finance Professional
CFP – Certified Financial Planner
Licenses Held
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BCom – Bachelor of Commerce
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
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