In today’s world, where every individual knows how to earn the maximum amount of money, there is still a lack of awareness about managing money. People are less aware of the opportunities around them to park their money so that they earn the maximum return while taking a reasonable risk. With the times changing, the individual’s financial needs change and need to be looked after every now and then which requires planning of one's money & that is what we do "Financial Planning" by creating… Show more In today’s world, where every individual knows how to earn the maximum amount of money, there is still a lack of awareness about managing money. People are less aware of the opportunities around them to park their money so that they earn the maximum return while taking a reasonable risk. With the times changing, the individual’s financial needs change and need to be looked after every now and then which requires planning of one's money & that is what we do "Financial Planning" by creating wealth......one can even say in one sentence.......that "We Convert Dreams into Reality.....FINANCIALLY" Show less

Highly accomplished Executive with over years of extensive experience in setting up prudent “Fee Based Financial Advisory” services venture since since year 2000 in Ahmedabad & having core Partnership of Following Mutual Funds

Franklin Templeton, HDFC, Reliance, DSP BlackRock, Sundaram, ICICI Pru, Axis, TATA, L&T etc.,

Gross business over 150 Crores & growing at the pace of more than 30% yoy basis. Adept at turnaround of individual performance to record significant return on investments. Background in Investment segment specifically in Financial Advisory Business, Mutual fund & in Insurance segment. Financial Advisor with proven track record in market identification and strategic investment planning. Insurance Advisor to answer the vagaries of human life, as one cannot beat man-made and natural calamities, well, at least be prepared for them and their aftermath.
Planning AUM Worth 2000 Crore. till year 2020.

Seeking to help individuals to improve the financial health & to create wealth to face any challenges offered by LIFE.

Core Competencies:

Ability for prompt response
Relationship Management
Hi-tech database management
Field proven capability for trustworthiness

****Imagine A Financial Advisor Who****
Always puts your interests first has enough time to provide the service you need can create a strategic plan with your goals in mind You Wouldn't Need To Imagine, At This Is What We Provide As Standard
we advice how to Plan the future —FINANCIALLY.

Life Insurance Advisor