Let me introduce myself I am a professional with over (7) years of experience in the fields of Life Insurance, Mutual Funds and other investments. My basic mission is to partner with my clients in planning, and securing their financial future, and thus provide financial assurance to them and their families.
In order to fulfil my mission I provide:
Total portfolio planning services, including mutual funds, life, medical and property insurance. This includes constructing one’s portfolio to meet differing risk and return requirements at different life stages;
Specialized advice on growth-oriented mutual funds, in order to reap the benefits of a buoyant economy; also advice on sound investment policies to follow during periodic downward cycles.
Knowledge of a wide range of life insurance products, suitable for every requirement and contingency;
Calculators and software tools that enable my clients to select the insurance product that is most appropriate to their goals;
A philosophy of developing a long-term relationship with each of my clients, thus demonstrating my commitment to achieving their goals;
A deserved reputation for integrity and trust, and above all a desire to keep my client’s needs foremost at all times.
I look forward to assisting you in assessing your current status and your desired financial goals, and then in selecting the right investment plan and product for your needs. Please contact me now for a discussion.