Personal Information
Organization / Workplace
Mumbai Area, India India
Occupation
Financial Planner at Way2Wealth Brokers Pvt. Ltd.
Industry
Finance / Banking / Insurance
About
Specialties:-
1. Personal Financial Planning
2. Wealth Management
3. Insurance Advisory
4. Debt Management
5. Financial Analysis.
I am a professional with seven years of rich experience in Financial Planning, Wealth Management Advisory, Client Acquisition, Business Development, Team Handling, Relationship Management along with two years of experience in Financial Research and Analysis.
I am currently responsible for target based sales and revenue generation, making customized and comprehensive financial plans for clients, training and managing teams of IFAs and making presentations to prospective clients. In my work history I have experience in rendering advice on Mutual Funds, Taxatio...
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