About Us
In an era of constant changing and volatile financial Market, Investors need a Qualified / Trained and unbiased professional to help them in achieving their short term and long term financial wishes.
We are having more than a decade of experience in Mutual Fund Distribution. We offer technology-based services for our clients to effectively monitor their investments and help them make their dreams a reality. We focus at being the most reliable prompt and efficient provider of financial and insurance services. We endeavour to be one stop financial supermarket and to be of immense help to our investors and provide help regarding Tax Savings, retirement Savings and insurance.
Our main aim is to provide investment services keeping in mind client's short and long-term wishes by using various AI based tools.
At Oprico investments we have highly educated and professional certified
team members, but the two are our main pillars.
Chartered Wealth Manager
He is an ex-banker and working in this field since 2013
He is a prominent wealth manager who provides unique solutions based on clients need and requirements.
He is a certified Chartered Wealth Manager and completed certification from the American Academy of Financial Management, India and which is globally recognised also accredited by NISM under SEBI.
His Excellent skill in research on economy and knowledge helps to develop a customised investment strategy for clients to maximise the return on investments
Certified Financial Goal Planner
Working as a successful financial advisor and Certified Financial Goal Planner since 2015.
Holds expertise in goal-based financial planning and risk management.
Completed traning and holds various certifications like AFGP, and CFGP in goal-based planning.
Expert in customised plans, evaluating clients risk and suggesting a suitable plan.
