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Our customized Financial Planning has helped the number of clients (Individual/Families/Corporate Investors) fulfilling all needs helping living life happily ever.
With Robust and in-depth approach, solving Financial Planning problems of Clients (Individual/Families/Corporate Investors) for which, working in Agile method i.e focusing on clients objective behind working on Financial Planning module.
We know what challenges you are facing while making your Financial Plans. We got every possible Experience and knowledge to take you over any issues you are facing in your Financial Planning by working closely (one to one) and in depth with you by identifying what exactly you want to achieve by making Financial Planning.
Director
DMMFF from Gandhi engineering college Surat in 1980. Gross work experience of 27 years with JK synthetics Rajasthan, Himson Textile Engineering Surat and Meher Synthetic Pvt in various Senior Positions.
From last 12 years engaged in equity market and investments advisory services. Certifications done in NISM Series VIII for Equity and Derivatives, AMFI, IRDA, Certified Financial Goal Planner from AAFM India.
Objective to do Comprehensive Planning of investors is to enhance their Health and Wealth
Director
BCA, MBA (Finance), CFA from ICFAI and CFPcm from FPSB India. Worked with CITIBANK NA, ABN AMRO Bank and HDFC Asset Management Company LTD in various Senior positions. Total work experience of 13 years in the field of Banking and Financial Service Industry.
Other Certifications done in NISM-Series-V-A: Mutual Fund Distributors Certification Examination., NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination, NISM-Series-X-B: Investment Adviser (Level 2) Certification Examination, NISM-Series-V-C: Mutual Fund Distributors (Level 2) Certification Examination.
