P.R.O.F.I.T. is 30 years old independent wealth management firm committed to creating unique financial solutions for successful individuals & businesses based on their: risk appetite, time horizon, return expectations, income requirements, and liquidity constraints. Our goal is to create solutions for clients spanning the entire gamut of their personal financial planning that is: value driven customized long term
P.R.O.F.I.T. is run by individuals with extensive international & domestic financial services experience in the areas of direct equity, mutual funds, insurance & real estate as well as the disciplines of accounting, tax & law.
1. Work on financial stock advisory for clients- insights into future investments
2. Strategize and execute flawless customer growth plans aligned to the company's business objective
3. Help the operations/client servicing team to churn out reports from raw data in MS-Excel