
Organization / Workplace
Wealthcare Securities Pvt LtdLocation
New Delhi Area, India IndiaOccupation
Director, Wealthcare Securities Pvt LtdIndustry
Finance / Banking / Insurance
About
Financial executive with broad experience in all aspects of Financial Planning, Investment advisoty services like Mutual funds, Life & general Insurance , Equity & derivative trading.Direct experience of training agents of Mutual funds. Specialties: Life cycle planning, cash flow planning, Creation of Portfolio of financial assets and monitoring thereof