Personal Information
Organization / Workplace
Pune Area, India India
Occupation
SEBI REGISTER INVESTMENT ADVISOR
Industry
Finance / Banking / Insurance
Website
http://www.nswealth.in
About
My Vision : Touching lives to make people happy by achieving their life's goals
My Mission : To help Individuals and Families to take informed financial decisions & with Proper Planning
Service driven by code of ethics: Integrity,confidentiality,objectivity,competence, diligence, professionalism,fairness,compliance.
After working as Financial Analyst for MNCs , I decided to continue to help individuals by acting as Financial Planner and guiding them towards Prudent and disciplined Wealth Management.
My objective is work together & help individuals to manage their finances through spreading awareness about Planned and Systematic approach towards achieving their goals.
Specialties:
1....
- Presentations
- Documents
- Infographics
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14 years ago
Demystifying Financial Planning for Business Owners
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Fp presentation
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10 years ago
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Moneyexcel
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10 years ago