I am a practical financial advisor with hands on experience in the field of equity investments and goal based financial planning. I have helped many clients to achieve their short to medium term goals while balancing risk and return.
Post Graduate/ Masters Degree (any)
Mutual Funds / Bonds
Retirement Planning /Insurance
Basic Tax Planning
Financial Plan creation
Life Insurance Yes
Post Graduate/ Masters Degree (any)
50
20
A fixed rupee value proportional to asset or portfolio value
Yes
Online
Half-Yearly
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