I am an Electrical Engineer from IIT Madras and MBA (Finance) from IIM Bangalore. I have 30+ years of work experience, mainly with Banks and Credit Rating agencies, both in India and abroad. All these jobs required a high level of ethics and personal integrity. I continue with these core principles in all aspects of my role as a PFP.
I currently consult with different companies, mainly in Mumbai. I understand the concepts of Financial Planning/Goal Setting well due to my experience since 2005 in implementing the same for my family and me.
I have expertise in the areas of credit risk, which will help my clients to manage their portfolios in a risk-efficient manner. I am looking for long-term win-win relationships where I can guide clients over their long-term journey of achieving their life goals. Without any exceptions, client interests will come first in my dealings with them. Trustworthiness and reliability will continue to be my keywords in this service-based business.
Practice at a glance
1
Years of Experience
3
Families Served
₹1.5
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)