Sai Shanmathi
Financial Planner at Holisticinvestment.In
Based in Chennai, India
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Seniority
Staff
Department
Finance & Accounting
Location
Chennai
Industry
Financial Services
Company size
18
Contact information
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s•••••••@holisticinvestment.in
Phone
5 credits+91 ••• •••• ••••
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Background
About Sai Shanmathi
Thank you for taking a look at my profile. I am financial planner at holistic investment planners. I have hands-on experience in financial planning and I am expertise in analysis of Portfolio of individual clients. Analysis of holdings in stock, mutual funds, bonds, insurance, asset etc. recommend investment that performs well in current market based on existing investment for clients. I am actively looking out for jobs in financial planning. looking forward to you. thank you for your time.
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