BeaconFinSer

I hold more than 25 years of work experience out of which I have spent 17 years as an employee. I have worked with banks, NBFS and have assisted investors from various walks of life.

Employers have targeted agenda and they shy to go beyond it, they therefore stick with being a product marketer on the shadow of being a financial advisor. I however belief that a service provider must be a holistic one where products are mere act as a tool to reach the goal and not the other way around.

With this though and determination started on my own.

I am a holistic practitioner. To me investment products are mere a tool. I have dealt with almost all service providers & possess skills to handle almost all aspects of one's financial life. My deep experience is an additional advantage. My investors can relax that all those actions or decisions which is required would be brough to the notice proactively.

This is a great comfort for which I think I should be chosen.

I can do it both personally and remotely. There are few ideas that can be done online and few which needs physical paperwork.

I couldn't have helped much on this. Before Covid, most of the transactions were done physically with frequent meetings. However, i have tired to reduce their touch points by organizing most all the financial related liabilities digitally and increase online meetings. Financial fraternity too have moved on the digital platforms and helped sailed through the difficult times..