A Financial Expert by education & a Life Advisor by profession. Devoted 24+ years in helping people achieving their goals.
Results-driven financial professional with over 17 years of expertise in the mutual fund industry, specializing in client handling and consistently delivering exceptional results in wealth creation.
Results-oriented finance professional with over eight years of experience in accounts and finance. Proven track record of delivering accurate financial reporting and strategic financial management.
A seasoned professional with over two decades of comprehensive experience, excelling in both academic and corporate realms. Proven expertise spans more than a decade in educational sector and over ten years in corporate management, encompassing HR, office administration, and accounts.
Dedicated 6 + years to being an integral part of clients' wealth creation journeys. Through personalized financial guidance, strategic investment planning, and unwavering support, played a pivotal role in helping individuals achieve their financial goals.
With over five years of dedicated experience in establishing strong and trusting relationships with clients, understanding their financial objectives, and delivering tailored solutions.
Extensive experience over a decade in effectively managing data, optimizing operations, and addressing client queries. Commitment to delivering high-quality service and fostering strong client relationships in the dynamic and intricate landscape of wealth management.
Over eight years of experience in the field of insurance. Proficiency extends to adeptly handling insurance processes, addressing client queries with precision, and consistently ensuring timely claims settlement.