About Us
Assist you in achieving your financial goals through Mutual Funds
With over 15 years of professional experience in Investment Banking Operations and more than 19 years in investing and wealth creation, I have successfully achieved my financial goals.
I am a Certified Financial Planner (CFP) and hold certifications from AMFI, IRDA, and NISM in Mutual Funds, Insurance, Investment Planning, and Portfolio Management.
All of us have 2 options when it comes to learning:
- Making mistakes and learning from them.
- Learning from others’ mistakes.
In the early stages, I chose the first path, which taught me invaluable lessons and helped me achieve financial stability. Now, I leverage this experience to assist others.
You have the choice to seek guidance from someone on the path to financial stability or from someone who has already reached it. The choice is yours!
We will craft a customized mutual fund portfolio as per your risk profile and financial goals and will be handholding you throughout your investment journey.
Rest assured, you won’t be disappointed if you engage my services to achieve your financial goals.
Established in 2020
Happy Clients – 185 & counting
Ventured into Financial Services Fulltime – 2020
Even though I have been mentoring individuals since many years on topics of Risk Management, Mutual Fund Investments and Tax planning on a voluntary basis, ventured into Financial Services fulltime in the year 2020.
contact us
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Support@FinSim.in
+91 98806 27311