MOHAMMED NOORULHAQUE, CFP®

Experience

• 

  Madhavi Institute of Financial Services - India

  Dec 2015 - Jul 2018

  Certified Financial Planner
• 

  Geojit Financial

  Jul 2018 - now

  As a Senior Financial Planner. Responsible for grooming a team of junior financial planners by reviewing their financial plans and ensuring the appropriate calculations, strategies, and standards. Being an Independent Financial Planner and part of a mutual fund research team. Responsible for preparing comprehensive financial plans for the clients by analyzing future goals, current financial position, risk profile, and proposed asset allocation for the investments.Analyze the whole mutual fund universe monthly on the basis of risk parameters and giving star ratings to the funds in the particular categories Worked under senior financial planners

  • Assistant Manager

    Apr 2023 - now

  • Senior Executive

    Apr 2022 - Mar 2023

  • Executive

    Jul 2018 - Mar 2022