Welcome Angel Finance Services

Financial Advisor

Portfolio Management, Client Services, Financial Planning

Highly accomplished and results-driven Finance Executive with over 17 years of successful new business development, competitive market share expansion, and business leadership experience. Leverages finely-honed interpersonal skills and domain knowledge to successfully achieve own business goals and financial goals of the client. Energetic and goal-oriented with a genuine passion for investment strategy. Astute communicator and presenter adept at establishing rewarding relationships to achieve mutual benefits.

Areas of Expertise

• Investment Strategies
• Portfolio Management
• Relationship Building
• Cross Selling
• Market Analysis
• New Business Development

Achievements

• As a Life Insurance Advisor since 2000
• Health Insurance Advisor sice 2004
• Advisor for Personal loan , Home loan, Business loan , Vehicle loan since 2004.
• Postal Schemes Advisor since 2004
• Mutual Funds Advisor since 2009
• Demat & Trading Services with Kotak Securities since 2009

Started operations in financial sector in 2004 by the name of Angel Financial Services. Over the years the company has earned the trust of customers with it’s flexible and timely service offering and personalised customer care, which aptly reflects in the growth of the company. We have been successful in establishing the company as one stop shop for all investment and financial needs, offering a plethora of services in Home loans, Vehicle Loans, Business Loans, Personal Loan, Life Insurance, Health Insurance, Mutual Funds, Fixed Deposits, Demat & Trading Services and Real Estate.
The company holds close to it’s heart the core values of, Top priority to client’s interest Commitment to quality in advice and execution High integrity and professionalism Dedicated teamwork.

Infrastructure

• The company owns a 275 sq.ft. state of the art office in the prime area of Dombivli. 5 minutes walkable from Dombivli railway station.
• Comprising of spacious reception, meeting room with OHP for presentations and ample space for staff of 4, which includes office boys, receptionist and marketing executive