Organization / Workplace

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Occupation

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Finance / Banking / Insurance

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About

Currently involved in advising HNIs and Salaried investors in managing their personal wealth which includes formulating a Financial Plan, recommending various investments viz. Mutual Funds, Bonds, Fixed Deposits, Life & Health Insurance etc to achieve the financial goals. Also passionate about creating financial awareness through financial literacy workshops at various corporates, B-schools, Colleges and other investor forums