I am a highly motivated individual with a passion for contributing to the field of personal finance. I have been working as a US Paraplanner for more than two years of experience. Currently, I am building processes and a team of paraplanners & admin assistants to provide excellent outsourcing services to small financial advisory firms.
I am a decently accomplished professional with more than two years of experience in the field of Financial Planning. I come from a diverse background. I did my High school in commerce. then moved into India’s Top Hotel Management college. Post that, I have completed my MBA in Business Management and currently I have cleared all CFP exam levels. In 2018, I have completed my Internship at Rotana, Dubai. I have attended Entrepreneurship and Stock Market workshop. I have also completed a 3 months Internship in Carjoz India as an Entrepreneurship Intern.
I started my career with Ingenetus, Delhi as a Financial Planner and now I am working as a US Paraplanner for almost 2 years.
“To empower financial advisors with exceptional support, fostering a collaborative environment where innovation, efficiency, and ethical practices drive success.”
“Aamish assisted a company in onboarding a new Financial Advisor, which involved a technical interview round. He was featured in my client’s brochure as Operations Manager. Aamish was awarded the ‘Most Valuable Asset’ of the company for the June 2023 quarter. He has received multiple accolades from clients for his proactive approach and excellent communication skills with end clients.”
“We are renowned for our ability to follow up consistently and complete tasks efficiently. Some of our clients view us as their future ‘Investment Guru,’ capable of providing valuable investment recommendations to their clients. We also excel in effective communication with end clients.”
“Our team member holds the position of Operations Manager at one of the advisory firms.”
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