An ex-corporate, also worked with GE Global services as software Engineer for around 8 years and then moved to an ITES company as a Director and added to my experience as a business finance management along with the personal finance management. After 12 years in this role, started my own practice on financial consultancy to hand hold people who seek my advice for a efficient financial management.
Practice at a glance
2
Years of Experience
10
Families Served
₹0.45
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Women Investors, Business & SME Owners, Doctors, Founders & Entrepreneurs
Language Spoken:
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-251622
IRDAI Licensed Insurance Agent (Life)
01132158
Education
Formal Education
BSc – Bachelor of Science
Can help you to
Plan Complete Finances
Invest for Goals
Plan Retirement
Build Wealth
Can help you buy / invest in
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
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