After completing the IRDA & AMFI Examination, I entered into the
financial planning sector in the year 2007.
I have a track record of more than 500 satisfied clients in the last
12-years of experience. Client software services to see
investments/valuation on mobile. I also provide counselling for
adhering Future financial goals. I deliver the right education to
help attain the financial goals of our clients.
My Objective is to assist my clients to derive better returns
without taking an excessive risk as regards the safety of their
capital.
Mutual fund is a simplest way of the wealth craeation, an inves tor has an option to invest in different scheme as per his/her requirement.
Life cover of an individual is well protected by different types of life Insurance policies.
Health insurance is most important aspect of financial planning.