Abhishek Mohta
Trustedarms Wealth•Kolkata
Poddar Court, Gate 2, Suite 339,
Kolkata, 700001
Poddar Court, Gate 2, Suite 339, Kolkata, 700001
About
Practice at a glance
15
Years of Experience
409
Families Served
₹400
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings: --
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM X-A – Investment Adviser Level 1
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Plan Retirement
Can help you buy / invest in
Fixed Deposits & Bonds
Global Investing
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Abhishek Mohta.
30 Minute Q&A — Ask Me Anything
Financial Health Check-up
Mutual Fund Portfolio Review