Pramod Suvarna

Manpada, Thane - 421204

Rating

Rating

185

Profile Visits

1378

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My Self Pramod Suvrana. A personal financial advisor who help individuals manage their finances and provide advice on a range of issues such as investments, insurance, mortgages, estate planning, and taxes and retirement, depending on what the client requests help with.

I started with my career with a CA firm. After that I worked with JP Morgan Chase Investment Banking firm for 5 years and Since from 2009 I am into Financial Planning.


Experience & Qualifications

 

Qualification

BCOM, CIA, AMFI

 

Experience as an advisor

10 Years 6 Months

 

Total work experience

10 Years 6 Months


Service & Advisory Offered

  • Life Insurance
  • Home Insurance
  • Health Insurance
  • Mutual Funds

Affliation & Awards

 

• Add-On Fundz • Credibilis Wealth

 

• NISM certification.

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