SRI VISA FINANCIAL CONSULTANT

SUNDAR SRINIVASAN

Experienced Personal Financial Advisor who successfully manages especially financial planning projects from inception to completion.

HIGHLIGHTS

• CUSTOMER SERVICE
• RELATIONSHIP MANAGEMENT
• WEALTH PLANNING
• MUTUAL FUNDS (INCLUDIND. TAX SAVING SCHEMES)
• STOCKS INVESTMENT IDEAS
• CORPORATE N COMPANY FD
• LIFE, HEALTH N VEHICLE INSURANCE
• FINANCIAL ASSISTANCE (CHITS, PERSONAL LOAN N HOUSING LOAN)
• UP TO DATE MARKET KNOWLEDGE.