Personal Information
Organization / Workplace
Gurgaon, India India
Occupation
AWP, MFP & Founder at Apt Advisors
Industry
Finance / Banking / Insurance
Website
http://www.aptadvisors.inAbout
Experience of over 14 years with following functions:
1. Managing Apt Advisors - An Investment Consultancy firm aimed at providing solutions to various Investors
2. KRA's include Planning, Organizing, Management that involves Retirement Planning, wealth creation & Preservation, Cash Flow Management, Investment/ Insurance solutions
3. Risk Management functions, Investment Process Re-engineering, Financial Goals Planning & advising various strategies and means for achievement of the same.
4. Maintaining cordial & harmonious relationship with various stakeholders.
5. Handled Branch Operations activities while engaged with Banking & Financial Institutions.
6. Responsible for Profitability ...
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