QPFP Amit Patel
Shreeda Wealth•MEHSANA,GJ
FG-2, Mangalmurti complex, Near Ganpati temple, Rajmahal road, Mahesana,
MEHSANA, GJ, 384001
FG-2, Mangalmurti complex, Near Ganpati temple, Rajmahal road, Mahesana, MEHSANA, GJ, 384001
About
Practice at a glance
21
Years of Experience
800
Families Served
₹100
Crores Managed
Practice Details
Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹25,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Government Staff
Language Spoken:Hindi, Gujarati, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BBA – Bachelor of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Home Loans
Loan Against Securities
PMS
AIF
Complimentary Services
Get any of the free services to experience working with QPFP Amit Patel.
30 Minute Q&A — Ask Me Anything
Financial Health Check-up
Mutual Fund Portfolio Review