Personal Information
Organization / Workplace
Mumbai Area, India India
Occupation
Listener to Smart Leaders & work with them towards their Financial Freedom.
Industry
Finance / Banking / Insurance
About
Prospering Lives since last 30 years!
My GOALS ::
Assets under Management - 500 Crs before 2020.
Feed & educate 100 Children every year.
Specialties:
1.} Wealth Advisory Planning-
FEE Based Financial Analysis, Hand Holding, Planning, Using simple Asset allocation strategies for families.Specialised Debt Products planning Exclusively for Tax efficient Income for Families.
Strongly Believe that Risk Transfer & Time in the system are the two simple strategies for Wealth Creation, Transfer of Wealth & Happiness. Liability management.
2..} Health Solutions:
Planning to preserve wealth of families by taking care of Risks involved due to Health Risk, Disabilities and Critical Illnes...
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