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Arun Harsha Verified Provider

UnionFinance

FINANCIAL ADVISOR
Categories: IFA

Experienced in tailoring personalized investment strategies and comprehensive financial plans, with a proven track record of delivering informed guidance in wealth management and financial planning to help clients achieve their financial goals.

Business Hours

MONTUEWEDTHUFRISATSUN
08:00 am to 06:00 pm
Break Time
08:00 am to 06:00 pm
Break Time
08:00 am to 06:00 pm
Break Time
08:00 am to 06:00 pm
Break Time
08:00 am to 06:00 pm
Break Time
ClosedClosed
Monitored market trends and economic indicators to identify risks and opportunities for clients' portfolios.
Conduct due diligence on potential investments, assessing financial performance, industry trends, and regulatory compliance.
  • FINANCIAL PLANNING Jun 08 2013
  • Certified Financial Planner May 17 2017
Capability to lead financial teams and manage diverse projects.
  • Alternative Investments
  • Financial Advisory
  • Risk Management
  • English
  • Hindi

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4.5 Stars -
2 Reviews
100.00% Completion Rate

2 Completed Task

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2 Reviews

  1. Amaan Ali says:

    Superior financial service characterized by a perfect blend of professionalism and personalized care, consistently delivering exceptional results for clients.

  2. Akash Jadhav says:

    I was pleasantly surprised by the level of service provided here. The staff's attention to detail and commitment to customer satisfaction were truly remarkable.