I am a Portfolio Manager. Value, Growth Investing with Strategic Asset Allocation is my Investment Strategy. I am experienced in - Stock, Option, and Unit Trust. Since 2015, I have been working with High Net Worth Individuals, Affluent Individuals to manage their Investment Portfolios for Long Term Wealth Accumulation. I passed my CFA Level 1 examination and also obtained ChFc.
MY PROFESSIONAL SERVICES
Managed Account Services
Individually managed investment portfolios that are beneficially owned by the individual investor and managed on a discretionary basis