Personal Information
Entreprise/Lieu de travail
Mumbai, Maharashtra India
À propos
I am a Certified Financial Planner and have a broad range of experience spanning more than seven years in the field of Advisory and Portfolio Management Services. In my Financial Career I have developed relationship with clients and suggested need based Financial Advice.
Following this I have moved into the field of Fee Based Financial Planning and Training & Development Profession, where I advise and prepare Written Financial Plan for clients on various Financial Goals like Retirement, Child’s Education, Insurance, and Income Tax etc.
Based on Client’s Risk Appetite, I have the skill to implement Asset Allocation Strategies efficiently to reduce the overall Portfolio Risk and mainta
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(2)Personal Information
Entreprise/Lieu de travail
Mumbai, Maharashtra India
À propos
I am a Certified Financial Planner and have a broad range of experience spanning more than seven years in the field of Advisory and Portfolio Management Services. In my Financial Career I have developed relationship with clients and suggested need based Financial Advice.
Following this I have moved into the field of Fee Based Financial Planning and Training & Development Profession, where I advise and prepare Written Financial Plan for clients on various Financial Goals like Retirement, Child’s Education, Insurance, and Income Tax etc.
Based on Client’s Risk Appetite, I have the skill to implement Asset Allocation Strategies efficiently to reduce the overall Portfolio Risk and mainta