I started my career in 2000 as a Team Manager with Pratham Market Movers Pvt Ltd. (DSA of ICICI Home Loans) and till 2005 I was in the forefront for Disbursing Loans.
In the year 2006 I joined ICICI Prudential Life Insurance Co Ltd as a Unit Manager and took 8 promotions till 2014. Here, I was mainly in to Financial & Investment Management with a large and satisfied clientele including NRI’s and HNI’s.
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Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
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Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
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Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
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A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
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Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
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Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
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