Personal Information
Organization / Workplace
Mumbai Area, India India
Occupation
Principal Advisor
Industry
Finance / Banking / Insurance
About
Having over 30 years experience in providing Customized Solutions in Financial Services; covering Wealth Management & Portfolio Management Services.
Expert advice to various client segments; small and medium enterprises, senior management, professionals and non-resident Indians across the financial planning and investment management domain.
Developing an Integrated Wealth Strategy through a Rational, Scientific, Dynamic approach to Investing.
Understanding of each client’s attitude towards Risk Tolerance, Priorities, Liquidity needs, Tax Liabilities and formulating requirements of a disciplined approach towards their Life Goals and Financial Responsibilities.
Use of strategic and tact.
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