Varshitha J
I help serious investors to create, manage, protect their wealth and help to retire early with confidence. We follow simple philosophy and with continuous enhance their behavior towards money makes it possible.
- Role
- Virtual Relationship Manager at Finozone
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Varshitha J
I help serious investors to create, manage, protect their wealth and help to retire early with confidence. We follow simple philosophy and with continuous enhance their behavior towards money makes it possible.
Experience
Virtual Relationship Manager
Apr 2023 — Present · Bengaluru, IN
WHAT WE DOWe help serious investors who are looking to get financial freedom before 50. We help investors to build realistic, simple and suitable investment portfolio which help them to reach goals easily.We conduct many Investor Awareness Programs, Employee Benefit Programs and webinars to create awareness and to make them understand their Finances better.HOW WE DO ITWe do this by helping our clients in a. Educating our investors about personal finance and importance of long-term Wealth creation by Disciplinary investing.b. We handhold our clients during volatile times and help them to understand the importance of steps in financial freedom path.WHAT MAKES US DIFFERENTOur system driven fund selection process enables unbiased portfolio construction and simple portfolio tracker is add on booster to our client’s wealth creation process.
Education
Visvesvaraya Technological University
Bachelor of Engineering - BE
2016 — 2020
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