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Finance / Banking / Insurance

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About

Responsible for HOLISTIC FINANCIAL PLANNING . ____________________________________________ Advising clients for their FINANCIAL GOALS and creating Blueprint for all financial goal pathways. Developing Goal Achievement Program (focus plans) for goals Child Education/Marriage Planning Retirement Planning Higher Education Planning Periodic Financial Plan Review Understanding performance of current investments and need and then suggest them best options for best performance as per their need Mutual Fund Distribution/advise Life Insurance Distribution/recruitment/mentoring leaders Passionate Professional with MISSION -" GOAL BASED FINANCIAL PLANNING." Proud Member of FPA (International M...