Freelance Financial Adviser and Investment Consultant
LIC, ICICI Prudential, Kotak Life, Star Health, Reliance, Axis, HDFC, Birla, ICICI Prudential
- Currently working as a financial adviser and investment consultant for following companies:-
- Life Insurance Companies - LIC, ICICI Prudential, Kotak Life
- Health Insurance Company - Star Health
- Mutual Fund AMC - Reliance, Axis, HDFC, Birla, ICICI Prudential
- Provide clients with advice on financial matters, making recommendations on ways to best utilise their money.
- Researching the marketplace and advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale.