Services
Video meeting . 15 mins
Video meeting . 30 mins
Video meeting . 30 mins
Video meeting . 30 mins
Priority DM . 2 days reply
Video meeting . 30 mins
Video meeting . 30 mins
About me
I am currently working as a Wealth Manager -Advisory. I started my journey with Fintoo as Wealth Advisor and since then overall exposure to wealth management has consistently helped me in improving my expertise and create interesting opportunities in my professional journey
My current role entails me to provide professional and ethical advice to High Net worth Individuals (HNI) through Goal and Need-based Financial Planning. I represent the wealth tech group FINTOO recognized under IBM Global Entrepreneurship Program.
My areas of interest are Investment outlook, equity research, financial literacy, and awareness. My client relationship is always built on trust and transparency.