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Join date: Dec 17, 2018
About
Qualified Personal Finance Professional and Chartered Wealth Manager with over 14 years of experience in helping individuals and families achieve their financial goals. My passion lies in empowering my clients to take control of their finances, make informed decisions, and build a secure financial future. With a deep understanding of financial principles, investment strategies, and tax planning, I am committed to providing expert financial advice and personalized solutions to meet the unique needs of each of my clients.
Posts (22)

May 21, 2025 ∙ 2 min
Accumulate ₹20 Lakhs in Just 3 Years
Accumulate ₹20 Lakhs in Just 3 Years Yes, you read that right. You can accumulate ₹20 lakhs in just 3 years! Of course, the monthly...
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Apr 12, 2025 ∙ 6 min
All that Glitters is GOLD
Know all about gold investments, its benefits and different ways to invest in Gold
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Aug 22, 2024 ∙ 4 min
All About ETF
In the past few years, the ETF has captured a good amount of market share of the overall AUM of the mutual fund industry. It constitutes...
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Mahendra Rao
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QPFP® CWM®
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