I am an independent financial planner with our firm Wealth Achievers. We provide services like Financial Planning, Debt management, Tax planning, Insurance - Mutual Fund - real estate advisory, Goal based Investing.Post Graduate in Commerce having experience of about eight years in financial services sector. Worked with organisations like Lehman Brothers/ Nomura and Syntel. Experience in trade confirmations, generation of portfolio performance reports as well as servicing of Fixed Income securities.
Wealth Achievers
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Managing PartnerWealth Achievers Jan 2014 - PresentMumbaiWe provide financial planning and investment advisory services to our clients at Wealth Achievers. The services could be broadly categorized as follows:# Financial Planning# Goal Based Planning# Mutual Funds# Insurance Advisory# Risk Management# Portfolio Rebalancing# Real Estate Advisory
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Senior AnalystNomura International Plc May 2006 - Jan 2012 -
AssociateSyntel Aug 2004 - Apr 2006
Mugdha Karmakar Skills
Mugdha Karmakar Education Details
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R.A.Podar College Of Commerce & Economics, Matunga, MumbaiAccounts -
Bengali Education Society'S High School, Dadar, Mumbai
Frequently Asked Questions about Mugdha Karmakar
What company does Mugdha Karmakar work for?
Mugdha Karmakar works for Wealth Achievers
What is Mugdha Karmakar's role at the current company?
Mugdha Karmakar's current role is Managing Partner at Wealth Achievers.
What schools did Mugdha Karmakar attend?
Mugdha Karmakar attended R.a.podar College Of Commerce & Economics, Matunga, Mumbai, Bengali Education Society's High School, Dadar, Mumbai.
What skills is Mugdha Karmakar known for?
Mugdha Karmakar has skills like Financial Planning And Investment Advisory, Mutual Funds, Investments, Health Insurance, Life Insurance, Term Life Insurance, General Insurance, Strategic Financial Planning, Risk Management.
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Mugdha Karmakar
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