Arun Taula

Taula Investment•Mumbai,MH

A 207 / 208 Varadlaxmi chs Gokhale Road Mulund East Mumbai-81 ,

Mumbai, MH, 400081

A 207 / 208 Varadlaxmi chs Gokhale Road Mulund East Mumbai-81 , Mumbai, MH, 400081

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About

Since my age of 18 yrs I am in the industry of insurance and investment distribution. Serving more than 500 families . I had done CFP in 2009 . Ours is one stop solution for financial needsI have been actively involved in the insurance and investment distribution industry since the age of 18, and I currently serve over 3500 families. I obtained my Certified Financial Planner (CFP) designation in 2009. Our organization provides comprehensive financial solutions.I have been actively involved in the insurance and investment distribution industry since the age of 18, and I currently serve over 3500 families. I obtained my Certified Financial Planner (CFP) designation in 2009. Our organization provides comprehensive financial solutions.

Practice at a glance

Years of Experience

3500

Families Served

₹600

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:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

PFRDA Registered Retirement Adviser

Education

Formal Education

BSc – Bachelor of Science

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Arun Taula.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint