About Me
We have been dedicated to helping clients achieve their financial goals through comprehensive financial planning and wealth advisory. We specialize in "Building and Protecting Wealth" with expert investment strategies tailored to market trends.
Experience & Qualification
- Qualification : Post Graduate Diploma in Computer Management (1988-1990), Software Engineering – Oracle & Developer 2000 (1998), Financial Planning & Wealth Management Training – IMS Proschool (2008) (TOPPER among 24 participants), Award in Financial Planning – CII, UK (2009), Chartered Financial Goal Planner – AAFM India.
- Experience as an Advisor :
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- Total work Experience : 25+ years
Services and Advisory Offered
- Wealth Creation
- Retirement Planning
- Child's Future
- Health Insurance
- Accident Insurance
- Auto Insurance
Awards and Archievment
- MDRT (Million Dollar Round Table) – USA (since 2006
- 11 consecutive years)
- Honored by Shri Bakul Dholakia (Ex-Director
- IIM Ahmedabad) – 2010
- Topper in Financial Planning & Wealth Management Training – IMS Proschool (2008).
License
- Mutual Fund - ARN No. 112553 - Validity
(15/06/2022) To (30/06/2025)