MFI Registered Mutual Fund Distributor, Certified Retirement Planning Coach, Certified Volatility Coach.
Experience
- 24+ years of work experience in Large Banking & Financial services organization in Technology and Operations functions.
- 5+ Years experience in distribution of Financial products for Large HNI and Retail Clients.
Our Offerings
- We help develop a succesful investment plan and strategy to meet your financial goal.
- We help establish True Financial Freedom.
- We help minimise your exposure to taxes.
- We help reduce Financial stress in your life.
- We help plan for a comfortable Retired Life.