Corp. Investment & Financial Planner
MBA Finance & Commerce Graduate from Delhi University.
Diploma in Insurance.
14 Years of work Experience in Corporate with World Class MNC’s like LG & Gillette, Hence, well aware with actual needs of Corporate Professionals.
Awarded by Star Performer Award in Gurukul Training Session in 2018 on Corporate Investment & Insurance Need in Modern World.
No. of customers served: Servicing to more than 500 satisfied clients.
Trained & Licensed Insurance Advisor and comprehensive Financial Consultant, also known as Financial Health Doctor.
Analyse Client’s current Insurance Policies and suggest customized Insurance programs to suit individual client’s requirements.
He also gives advisory services in Mutual Fund & Tax Saving instruments.
Upgrading continuously by engaging in Regular Training Programs to serve & give best consultation to the clients.
Specialize in Portfolio Management for Corporate, Retail & HNI clients.
Expertise in Pension planning that promise a retirement income.
Specialize in Clients Financial data analysis relating to their expenses, income & insurance coverage and discussing their financial objectives.
Provides consultation to its Corporate Clients relating to Business Insurance, Employee Welfare & Employee Retention Schemes.