Personal Information
Organization / Workplace
Gurgaon, India India
Occupation
Certified Financial Planner, Expert - Advanced Personal Financial Planning & Investment Strategies
Industry
Finance / Banking / Insurance
About
Current ##
# Profession - Certified Financial Planner by Profession Since December 2014
# Firm - 'Finance and You' - We believe in Client First and Right Investment Advisory
Prior ##
Experience in Retail Banking, Wealth Management, Insurance Advisory, Investment Advisory, Retail Bank Audit
Expertise ##
# Advanced Financial Planning and Advanced Investment Planning Strategies, Retirement Planning, Calculation of Corpus Requirement for Financial Goals (Retirement Corpus, Marriage Corpus, Higher Education Corpus), Risk Management and Insurance Advisory (Retail)
# Assignments we also undertake #Comprehensive Financial Planning, Estate Planning, WILL Writing Services, Investment Portfolio R...
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