Chetan Uppal

Experienced Preferred Manager with a demonstrated more than 6+ Years of working experience in the Financial Services Industry. Skilled in Marketing Management, Integrated Marketing, Financial Advisory, Portfolio Management and Customer Relationship Management (CRM). I am passionate about making a difference through my work for the organisation that I work for as well as my customers. Hence,am always looking forward to assignments which are futuristic and demand a great level of planning and execution. I cater to the various innovative and specialized financial advisory services like Comprehensive Financial Planning, Wealth Management, Family Need Analysis and Portfolio Management. I use our expert’s knowledge of various financial laws and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. My core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life and to achieve their goals.