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Ramesh Khuman, Financial Goal Planner

RAMESH KHUMAN

Financial Goal Planner

  • Phone: (+91) 957 402 7700
  • Email: openmind.bharuch@gmail.com
  • Website: ViraWealthwise.in
  • Fax: Not Provided

Skills

Wealth Mgmt.
95%
Mutual Funds
98%
Retirement Adv.
92%

About me

I am a dedicated professional with over 22 years of experience in the Financial Market, starting as a Terminal Dealer in 2002. My passion for client wealth growth drives my approach to comprehensive financial solutions.

Throughout my career, I had the privilege of working with Indiabulls and Stock Holding Corporation of India Ltd. for 18 years, honing my skills in Equity, Mutual Funds, NPS, and RBI Bonds. I am committed to fostering an environment where financial clarity thrives for clients.

I started my own successful firm in August 2024, bringing my expertise to a broader client base. I'm passionate about empowering financial literacy and well-being.

Core Expertise

  • Strategic Financial Goal Planning & Expert Execution
  • Expert Mutual Fund & SIP Portfolio Management
  • Certified Retirement & NPS Planning Advisory
  • Comprehensive Equity & Derivatives Market Insights

Our expert team brings diverse capabilities to financial solutions. Each member is dedicated to driving client success through their expertise in strategic planning, wealth growth, and operational excellence. We offer a comprehensive suite of key capabilities tailored to your needs.

Have any questions?