MONEY MANTRA
My blogs
| Gender | Female |
|---|---|
| Industry | Investment Banking |
| Occupation | ASSOCIATE FINANCIAL PLANNER |
| Location | PUNE, India |
| Introduction | Ratna Kulkarni ,a science graduate, has a 10 years experience working in the automobile sector and 5yrs in the financial industry. Having had the benefit of working with largest mutual fund advisor in Pune, this gave her the experience of managing funds for the corporates and the HNI clients. After starting on her own in 2006 , when she set up Money Mantra, she now has a staff of 4 working for her. The office is centrally located in Prashant Nagar area in Navi Peth. A branch office is opened in Sanghvi to cater to the clients in Aundh and Pimpri –Chinchwad belt. In 2007 she enrolled for a course to become a Certified Financial Planner which is a internationally recognized professional course. She has successfully completed the Retirement Planning Module. In November 2010 she successfully passed the Insurance Brokers exam. A Insurance Broker is a representative of the customer and not like an Agent of a single Insurance Company . this will helped her have all the insurances- Life ,general and Health under one roof and the option to choose the best possible solution . |