If you are looking for a Financial Planner/Investment Advisor, I can help you.
I’m a CERTIFIED FINANCIAL PLANNER^CM form FPSB Board, USA. I specialize in working with people who are looking to create wealth and achieve their financial goals, through coaching or consulting by using my expertise to invest wisely.
I help Corporate Executives, Business Owners, Retirees build and diversify their portfolios.
I will work with you to help you step-by-step identify your financial goals and create a customized financial plan by optimizing your asset allocation according to your risk profile.
I have 4+ years of experience in Personal Finance and I have helped multiple families achieve their financial goals from scratch. I help my clients grow their investments and create wealth by leveraging the power of my knowledge and expertise. I have over 4 years of experience in Positional and Swing trading.
Are you ready to take your investments to the next level? Let me show you how!
Contact me if you want to invest in Mutual Funds, Stock Market, Gold Bonds, PMS, or Insurance.
The Services I offer :
1. 1:1 Personal Finance Consulting sessions
2. Personalized Investment plan for individuals and family
3. Retirement Planning
4. Swing Trading and Positional Trading Services
5. Products: Mutual Funds, Insurance, Demat Account, SGB, PMS, Guaranteed Income Plans
6. Corporate Seminars
7. Social Media Finance Content
8. Personal Finance and Stock Market Courses