Kirans Singh

• 1.Entire portfolio analysis, 360 degree wealth management and performing need analysis of your HNI, Ultra HNI and retail clients requirement . Formulating strategies to expand the HNI & Retail client's base.
• 2. Maintaining long term relationships with existing/new clients so as to increase the revenue base for the company.
• 3.Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial pla• Formulating the strategies to increase client base
• Preparation and execution of Financial Planning
• Approaching need based product to the client through Financial Planning
• Providing advisory services into various instruments like Insurance(life & non life), MF, PMS,Bond, Equity, Real Estate, Gold(ETF), &FMP.
• Portfolio review of client at regular intervals
• Assessing the portfolio risk according to changing market situation nning process.
4. Achieving financial goals of the clients through various product line like LI, MF, FI, GI and other liabilities products