Services
Video meeting . 15 mins
Video meeting . 30 mins
Video meeting . 30 mins
Video meeting . 30 mins
About me
An early finance professional in the wealth management industry with hands-on knowledge on topics like portfolio management, financial planning and financial analysis and well equipped with MS Excel. I have cleared the CFA Level 1 examination in November 2023. I am an avid learner who is eager to learn new skills and expand the horizons to grasp knowledge.