I am a highly skilled and experienced financial advisor with a strong background in science. With a Bachelor of Science degree in Chemistry, I bring a unique analytical and problem-solving approach to the field of finance. Since entering the mutual funds industry in 2007, I have continuously demonstrated exceptional expertise and dedication, establishing myself as a trusted professional in the field. In 2018, I ventured into entrepreneurship and successfully launched my own financial planning business, catering to the diverse needs of clients. With a remarkable track record and an impressive client base, I have managed to build a thriving practice managing 500+ clients and serving more than 100 families.
With over 15 years of experience in the mutual funds industry, I have gained extensive knowledge and expertise in various aspects of financial planning. I have a deep understanding of mutual funds, investment vehicles, market trends, and wealth management strategies. This knowledge, coupled with their strong analytical skills, enables me to provide insightful advice and tailored solutions to my clients.
In 2018, I took a leap of faith and established my own financial planning business. This decision has proven to be highly successful, as I have rapidly expanded the client base and assets under management. My dedication, professionalism, and commitment to delivering exceptional results have earned me the trust and loyalty of clients.
I have built a robust client base, consisting of 500+ clients from various backgrounds and industries. I have developed strong relationships with their clients, ensuring a deep understanding of their financial goals, risk tolerance, and aspirations. With a focus on holistic financial planning, I provide personalized strategies and solutions to help clients achieve their financial objectives.
B 205 Infinity Tower Nr Hotel Ramada Corporate Road
Prahladnagar Ahmedabad 380015
+91 9924077464
Fund nivesh © 2023
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AMFI Registered Mutual Fund Distributor – ARN-317692 | Date of initial registration – 30-Dec-2024 | Current validity of ARN – 29-Dec-2027
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