Personal Information
Organization / Workplace
Mumbai Area, India, MAHARASHTRA India
Occupation
Certified Financial Planner
Industry
Finance / Banking / Insurance
Website
About
Responsible for HOLISTIC FINANCIAL PLANNING .
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Advising clients for their FINANCIAL GOALS and creating
Blueprint for all financial goal pathways.
Developing Goal Achievement Program (focus plans) for goals
Child Education/Marriage Planning
Retirement Planning
Higher Education Planning
Periodic Financial Plan Review
Understanding performance of current investments and need and then suggest them best options for best performance as per their need
Mutual Fund Distribution/advise
Life Insurance Distribution/recruitment/mentoring leaders
Passionate Professional with MISSION -" GOAL BASED FINANCIAL PLANNING."
Proud Member of FPA (International M...
Contact Details