Certifications

LICENTIATE IN LIFE INSURANCE

AFP (Associated Financial Planner) RMIPS

I A P M (INVESTMENT ANALYSIS AND PORTFOLIO

NISM Investment Advisor Level 1

NISM MFDC VA

AMFI CERTIFIED IN MUTUAL FUND

IRDA CERTIFIED IN LIFE INSURANCE ADVISORY

Skills

ENGLISH/ HINDI/ GUJARATI

SIMPLE PRESENTATION

GOOD CONTENT

RICH EXPERIENCE WITH MIX OF KNOWLEDGE AND PRACTICAL

POWER POINT AND CASE STUDY

Professional Profile

FINANCIAL TRAINING PROFESSIONAL

MASTER TRAINER AND NISM TRAINER

ACADEMICIAN , FREELANCE TRAINER

LEARNING AND DEVELOPMENT PROFESSIONAL

SUBJECT CONTENT WRITER

15 YEARS 3000 PROGRAMS 72000 PARTICIPANTS

CORE MUTUAL FUND AND SECURITIES MARKET

MASTER IN FINANCE AND PM, LICENTIATE, AFP (FPSB)

FOUNDER OF WEALTH ENIGINEER FIRM

Training Profile

NISM VA Exam Module

NISM VA CPE Empanelled

Mutual Fund Advance

Financial Mathematics

Understanding of Debt Market

Financial Planning

How to select Funds

How to plan Insurance

Financial Market Composite

Investor Awareness Program

Will and Estate Planning

Selling Skills

Time Management

Education

MASTER IN FINANCE AND PORTFOLIO MANAGEMENT

ACCOUNTING TECHNICIAN (INTER CA)

GRADUATE COMMERCE

Referance

NSE/BSE/NISM/NIPPON/ICICI/SBI/ MORE

ACCOUNTING TECHNICIAN (INTER CA)

We can always provide strong reference