Personal Information
Organization / Workplace
New Delhi Area, India India
Occupation
Financial Advisor
Industry
Finance / Banking / Insurance
About
Career Objective
I have a total work experience of 16 years+ in the finance industry and for the last decade i have been trying to assist my clients to identify opportunities to better their portfolio returns.
I believe that in the longer run, it always pays to be honest to your clients. Wealth Management profession has only one pillar and i.e. "THE CLIENT". Everything else revolves around the client.
Specialties: Relationship management, portfolio construction, asset allocation, training, etc
Contact Details