Anil Gupta | FinVision Consultants Pvt Ltd

About

Founder and MD|EPAT As the founder of Finvision Consultants Pvt Ltd, I have over two decades of comprehensive experience in the financial sector. My academic credentials include a BBA in Finance, an Executive Program in Algo Trading (EPAT®), and more than ten NISM certifications, such as NSE-XA, NSE-CFPA, SEBI-PMS Distributor, NISM-VII, V-A & B, among others.

Practice at a glance

15

Years of Experience

85

Families Served

₹165

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BBA – Bachelor of Business Administration

Industry Education

NISM X-A – Investment Adviser Level 1, NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Anil Gupta.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review