surajumarye
surajumarye
| Forum role | Member since | Last activity | Topics created | Replies created |
|---|---|---|---|---|
| Member | Oct 3, 2012 (13 years) |
- | 1 | 1 |
- Forum role
- Member
- Member since
Oct 3, 2012 (13 years)
- Last activity
- -
- Topics created
- 1
- Replies created
- 1
Bio
I have a PGDM degree in Marketing from ISBR Business School, Bangalore. With an experience of more than 2 years in NJ India Invest Pvt. Ltd., I have been fortunate to have helped Financial Advisors like Chartered Accountants, Mutual Fund Distributors, Insurance Agents, etc. with how they can use Mutual Funds, Insurance, Bonds, PMS, Corporate FD, Direct Equity, Offshore Funds, etc. to efficiently do Financial Planning with their clients.
Being with India's Largest Mutual Fund Distribution has helped me gain lot of experience and has helped me to put theoretical knowledge to test practically.
Having worked in Bangalore and in Goa has made me understand how I can cater to individual financial needs and to help promote financial awareness in several hundreds of individuals.
At my firm, our mission is to help people with their Financial Planning and make them aware about the dark secrets in the financial industry, which will finally result in them getting Wealthy and making money work for them and not the other way around.
If you want your Financial Assessment done and want to achieve your financial dreams, give us a call or message us on any social media. We would be happy to help.
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