Financial Management Specialist

• Apr 1985 - Present

Educating, Advising & Assisting retail and high net worth clients with their investments in equity, mutual fund, insurance and other financial instruments. Being AMFI (Association of mutual funds of India) certified in mutual funds, I have over 40 yrs of advisory experience of financial planning & mentoring. I have handled Financial portfolios of high net worth individuals, as well as corporates. I have advised & coached retail investors as well as individuals on financial instruments such as Mutual Funds, Fixed Deposits (corporate, finance & housing companies), Bonds, Initial public offerings (IPO), Insurance (life, health & travel), Investments in structured products and on private placement of Tax free bonds/non-convertible debentures of rated companies. All investment plans are customised based on the clients requirements, based on well researched reports and information. I educate & assist my clients with planning for their children's higher education, wedding, medical contingencies as well as for retirement. Show less