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Company Profile: Disha Investment (A proprietorship firm)
Nature of business: Finance & Investment Consultancy
Year of established: 2010
As brief introduction of myself, after my post - graduation in Marketing & Finance, I joined in a Financial Sector and worked for 10 years. Despite being successful the cultures motivate me to move ahead and ahead.
As a consulting career my primary role is establishing personal and financial goals of my customers and creating a way to reach them by skill base ideas and knowledge.
Advice client on Financial plans utilizing knowledge of Tax and investment strategies, Life insurance requirement, child education & Marriage, Retirement planning, Health insurance planning, Gap analysis, Cash flow report, Cash management.
To become the valuable investment consultant for medium-high net worth individual and adding more in life of all individuals and family by providing personal touch, Security, and customized solution to make their dreams come true.
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