Founder Benchmark Investments
I am passionate about working with my clients and want them to experience financial confidence.
I look the complete financial picture — cash reserves, debt management, investments, protection and
taxes, ask targeted questions and listen closely the answers & work on goals.
“Putting client’s interests first” is the core business value and I always try to expanding
opportunities with simple n transparent manner to drive positive outcomes.
Have experience of more than 15 years in Sales, Financial distribution & Banking
Before turning a full-time entrepreneur, had work with Citibank, ICICI Bank, Aditya Birla
Money, Hsbc InvestDirect , lL&FS Investsmart
Certification
- NSE- Certified Financial Goal Planner – Advance level
- NISM – Retirement Advisor
- NISM – Mutual Distributor
- NISM- Portfolio Management Services (PMS) Distributors
- MOODY'S ANALYTICS - Award in International Wealth Management