I started my career in the 1990‘s as an Insurance Advisor catering to the Insurance Industry. After completing tenure of almost 32 years now I have a strong foothold and expertise in Insurance sector. I gained the knowledge of market linked plans before 25 years through “ULIP” of Unit Trust of India; a financial institution ruled by Government of India and wasn’t categorized as Mutual Fund House in those days. In the changing scenario, across the globe, keeping pace with the same I have upgraded my skills from policy selling to concept selling and financial planning.

There have been various avenues introduced in the investments sector in recent years. Now a days Investment and tax planning go hand in hand, so we have evolved as financial planners so that we are able to provide need based, goal based planning to our clients. Eventually since about a decade, we’ve been advising investment in Mutual Fund Industry too quite extensively as it’s impossible to keep pace with the rising inflationary pressures and falling interest rates. The role of Financial planners or wealth builders have become very crucial and of utmost importance. Leaving aside all other avenues, Life Insurance (mainly term insurance), Health Insurance and Mutual Funds investments are the 3 quintessential areas, wherein we’re the specialist.

OUR ACHIEVEMENTS

• Members of Million Dollar Round Table since Year 2010.
• Member of Prestigious Chairman’s Club of LIC of India since year 2010.
• Honored with the Trophies, Certificates of Appreciation etc. by the dignitaries of Insurance companies usually throughout the year.
• Honored for our appointment as Chief Life Insurance Advisors (CLIA).
• Authorized to appoint Insurance Advisors and also allotted premium point services wherein we can accept premium payments and issue receipts.

I am a motivated individual with over 10 years of rich experience in Financial Planning & Advisory services including Mutual Funds & Insurance, handling Clients Portfolio. As a certified Financial Planner, I am globally recognized to practice in 26 countries and honored time and again for my outstanding achievements.

I am associated with this organization as a Financial Advisor & Planner since the last 6 years. I have a bend of mind towards the Investment Advisory & Planning, Wealth creation and understanding the clients need and providing them with the right investment opportunity. I am passionate about working as a financial planner as I feel that it's a service to the society in general when you enhance the portfolio value for a client by planning their finances and educating them about various financial trends. I am an enthusiastic enterprising professional aiming to expand and diversify the business with dynamism and advance technology.

I actively conduct Investor Awareness Workshops for Students/Newbies/Corporates on topics which create Financial Awareness and help them see finances in a more structured manner.

OUR ACHIEVEMENTS

• Qualified Member of the Million Dollar Round Table for the Year 2021.
• Member of the Prestigious Divisional Manager’s Club of LIC of India since the year 2020.
• First Double Crorepati Supervised Agent of MDO-I as on Dec 2020.
• Honoured with the Trophies, Certificates of Appreciation etc. by the dignitaries of Insurance companies usually throughout the year.
• Honoured with Certificates of Appreciation by the Mutual Fund Houses throughout the year.