As a financial advisor, I help customers plan for their future by discussing investment options that can help them reach personal and family goals. I periodically meet with clients to discuss their financial portfolio and recommend adjustments as needed.
I interview clients to determine their current income, expenses, financial objectives and tax status, and how much health, home, car or other types of insurance coverage would suit them and available in pocket-friendly budget. I am part of Life Insurance Corporation family and help clients figure out how much insurance they can afford, as well as how much coverage they need to ensure their loved ones will be cared for upon their death. Because "We Help you Invest".
.....Financial Advisor Vivek Gupta
Ambition for a Better & Secured Tomorrow