Total Experience of 5 Years in Investment Advisory, Estate & Trust Planning, Tax Planning, Insurance Planning & Comprehensive Financial Reporting. I am currently working as a private banker. My profile includes managing existing clients & acquiring new clients. It also includes advising on asset allocation strategies, investment advisory across asset classes. The purpose is to help clients achieve their personal financial goals. I am also the part of management team. Earlier, I have worked with Value Research India Pvt. Ltd. where my work was either published or included in Mutual Fund Year Book (Annual), Mutual Fund Insight Magazine (Monthly) and Value Research Online (Websit