Years of relevant experience– 13
Types of products offered–
Individuals: Financial Planning, Life Insurance, Critical Illness Insurance, Education Fee Planning, Retirement Planning, Lump sum or Single Investments, Savings Plan,
Corporate/Business Owners: Business Exit Planning, Key man Insurance, Partnership Insurance, Liability Protection Insurance, and Inheritance Planning.
Cert CII – Chartered Insurance Institute (CII), UK
ICWM (International Certificate in Wealth Management) – CISI
Member of– CII
University– Visvesvaraya Technological University (MBA Finance & Marketing)
Interests– Reading, Shuttle Badminton
A brief note–Professional with over 10 years of expertise in Financial Planning. Experienced in Banking and Brokerage. I assist Individuals and corporates by providing meaningful insights in to their Financial Planning. Specialized in Life Insurance and Business Protection Planning.