Upasana Mondal

Upasana Mondal Email and Phone Number

Fee-only financial advisor and owner of DreamBluePrintz @
Upasana Mondal's Location
Goa, India, India
Upasana Mondal's Contact Details

Upasana Mondal work email

Upasana Mondal personal email

n/a
About Upasana Mondal

Upasana Mondal is a Fee-only financial advisor and owner of DreamBluePrintz at DreamBluePrintz. She possess expertise in team management, training, insurance planning, retirement planning, investment planning and 1 more skills. She is proficient in Marathi, English and Hindi.

Upasana Mondal's Current Company Details
DreamBluePrintz

Dreamblueprintz

Fee-only financial advisor and owner of DreamBluePrintz
Upasana Mondal Work Experience Details
  • Dreamblueprintz
    Proprietor
    Dreamblueprintz Jun 2018 - Present
    Goa, India
  • Ameriprise Financial Services, Inc.
    Team Leader
    Ameriprise Financial Services, Inc. Sep 2011 - May 2015
    Gurgaon, India
     Handled technology enhancements and issues related to the financial planning software. Worked on more than 500 financial plans individually (for Indian and US clients) which include investment, insurance, retirement and tax related recommendations.
    View
  • Canara Hsbc Life
    Sr. Associate
    Canara Hsbc Life Mar 2008 - Aug 2010
    View
  • Exl Services Pvt Ltd
    Sr. Cce
    Exl Services Pvt Ltd Jun 2006 - Oct 2007

Upasana Mondal Skills

Team Management Training Insurance Planning Retirement Planning Investment Planning Life Insurance

Upasana Mondal Education Details

  • Maharishi Dayanand University
    Maharishi Dayanand University
    Mba

Frequently Asked Questions about Upasana Mondal

What company does Upasana Mondal work for?

Upasana Mondal works for Dreamblueprintz

What is Upasana Mondal's role at the current company?

Upasana Mondal's current role is Fee-only financial advisor and owner of DreamBluePrintz.

What is Upasana Mondal's email address?

Upasana Mondal's email address is up****@****o.co.in

What schools did Upasana Mondal attend?

Upasana Mondal attended Maharishi Dayanand University.

What skills is Upasana Mondal known for?

Upasana Mondal has skills like Team Management, Training, Insurance Planning, Retirement Planning, Investment Planning, Life Insurance.

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