Personal Summary

Proactive, Technology oriented and well organized, having 10 + Year of experience in the field of distribution of financial products & Services and tax planning and serving more than 250 retail as well as HNI clients.

Qualification and Certifications

Postgraduate in Commerce and Management, IRDA Certified agent for Life and general Insurance and AMFI Certified Mutual fund Distributor.

About us.

Journey started in year 2010 with aim to providing best suitable solutions and to clients for creating and growing wealth in right direction. To cater all the needs of clients started own Pvt Ltd Company for Tax Compliance services along with distribution of Financial Products.

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Achievements.

• 600+ Polices sold during the first 5 Years of Life Insurance Agency.
• 1st Agent from Pune Division II qualified for chairman Honor for completing 100 policies in 16 days in year 2011.
• Shatakvir Agent of Br.988 for continuous 3 years 2011-2013
• Superstar Trophy from Prudent for highest Gross sale in Mutual fund business in Year 2021.