Wealth Management and Advisory Professional with thorough understanding of customer life cycle needs, individual investment/ wealth solutions, financial product features application for lifetime/ target specific/ retirement planning and relationship management skills with High-Net-Worth individuals (HNI).
Specialties:Financial Planning, Wealth Management and Advisory, Corporate Training & Development
Wealth Management and Advisory Professional with thorough understanding of customer life cycle needs, individual investment/ wealth solutions, financial product features application for lifetime/ target specific/ retirement planning and relationship management skills with High-Net-Worth individuals (HNI).
Specialties:Financial Planning, Wealth Management and Advisory, Corporate Training & Development
