As I’ve said earlier – I’m trying to create a directory of financial services providers here, and today I’m going to post a profile of another financial adviser – Shiv.
He has been pretty active on the infrastructure bond posts and has been answering questions clearly and honestly, so I invited him to create a profile here.
The post below is in his own words:
Hi my name is Shiv. I am an Independent Financial Advisor and the Proprietor of a Financial Planning & Investment Services firm, Ojas Capital. Iâ€™m going to list out my services on this page, and you can use the comments section to ask me any questions that you may have about any of the current Infrastructure Bonds issues or anything else.
List of services:
- Edelweiss Broking
- Financial Planning
- Mutual Funds, SIPs
- Tax Solutions
- Investment Planning
- Insurance Planning
Contact Number: +91-9811797407
Email Address: firstname.lastname@example.org
Brief Details on Qualifications and Work Experience: CFP, B.Com. (H)
Worked with HSBC & Capital IQ.
You can also use the comments section to review my services and let others know about them.