Services
Video meeting . 30 mins
Video meeting . 30 mins
Video meeting . 30 mins
Video meeting . 30 mins
About me
Corporate Trainer
Coach and Mentor
Conducted training on Investment Banking Module for Bombay Stock Exchange (BSE) at Pune.
Undertaken GST 1 day basic session and 2 days masterclass for L&T various locations and few CA firms
Undertaken corporate trainings on Cost Management Techniques for L&T
Undertaken training program on Finance for Non Finance for L&T - Bhutan, Goa, Mumbai, New Delhi, Bangalore & Hyderabad , Cipla - Ludhiana & Chandigarh & Mitsui India ( New Delhi)
Conducted training on Derivatives & Investor Relations for BBA students at Christ College, Bangalore.
Provided training to Knowledge process outsourcing (KPOs) units at Pune on topics like Derivatives, European Mutual Funds, USA structured products,etc
Conducted training sessions for staff of SBI Mutual Fund.
Attaining customer satisfaction by achieving delivery of service quality norms.
Specialties:Fee Based Comprehensive Financial Planning
Customer relation management,Networking,
Financial planning, Unbiased Investment advisory,
Mutual Funds research,Equity share trading,
Life Insurance Needs Analysis, Estate Planning (Wills,etc)
Taxation on Investments, Retirement Planning,
Undertaken NISM modules training for Mutual Fund Distributors (VA)
Successfully conducted 25 hours course on Fintech for one of the client covering topics like Blockchain, Payment Systems, Core banking solution, Decentralized Finance (DeFi) , Cryptocurrencies, etc
Successfully trained students for ACCA modules
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