IFA : 2008
i-Secure Consulting
(Period: Dec-2008 to Mar-2017)
After #ZindagiDobara in 2007, on realization of not sufficiently insured especially on life cover, felt need to encourage people to take sufficient (term) life cover for their own/family's financial security & wealth protection.
My journey in financial sector started in Sep-2008, when I decided to take life insurance agency and approached the leading company. Interest in stock market since early 1990s & desire to assist people through honest financial consulting services resulted in birth of i-Secure Solutions.
Worked as a IFA (Independent Financial Advisor), after taking/renewing required licenses of IRDA (Insurance products) for promoting purely term insurance & AMFI (Mutual fund products) for investments only to optimize their investment returns. But, my own value system was constantly conflicting with market practices in promoting financial products.
In 2012 decided to go for CFP (Certified Financial Planner) certification, for assisting people mainly through consulting to preserve & build their wealth with honest financial planning service through i-Secure Consulting. (as per regulation financial consulting & product selling must be kept sepetate). Under revised regulatory requirements by SEBI on financial consulting , I preferred to stay away from the profession; financial consuting.
My journey in financial sector started in Sep-2008, when I decided to take life insurance agency and approached the leading company. Interest in stock market since early 1990s & desire to assist people through honest financial consulting services resulted in birth of i-Secure Solutions.
Worked as a IFA (Independent Financial Advisor), after taking/renewing required licenses of IRDA (Insurance products) for promoting purely term insurance & AMFI (Mutual fund products) for investments only to optimize their investment returns. But, my own value system was constantly conflicting with market practices in promoting financial products.
In 2012 decided to go for CFP (Certified Financial Planner) certification, for assisting people mainly through consulting to preserve & build their wealth with honest financial planning service through i-Secure Consulting. (as per regulation financial consulting & product selling must be kept sepetate). Under revised regulatory requirements by SEBI on financial consulting , I preferred to stay away from the profession; financial consuting.
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