Anandkumar Patel

Care Consultant•Navsari,GJ

UG-5 FOUNTAIN PLAZA, NEAR LAXMI CINEMA, FUWARA,

Navsari, GJ, 396445

UG-5 FOUNTAIN PLAZA, NEAR LAXMI CINEMA, FUWARA, Navsari, GJ, 396445

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About

Insurance Industry & Mutual Fund industry is growing by leaps & bounds. we can only imagine where it takes us Next. Anand, an expert in insurance & Financial Advisory is a very strong believer of giving value prepositions to the Society at Large. He is very commited in gratifying the need of the Clients. He Is also a strong beleiver of Providing Quality service to Clients. He is well equipped with Technology & Aware about All Aspects of Insurance & Investments. Customer Satisfaction is Of Prime Importance to him.

Practice at a glance

Years of Experience

115

Families Served

₹45

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹1,00,000 & more

Nature of earnings: --

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Women Investors, Salaried Executives, Government Staff

Language Spoken:Hindi, Gujarati, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

MBA – Master of Business Administration, BE – Bachelor of Engineering, MBA – Master of Business Administration, BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination, NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Buy Right Insurance

Create Emergency Fund

Can help you buy / invest in

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Anandkumar Patel.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review