ARVIND AGGARWAL | FG ASSETS PVT LTD

About

PRACTICING AS AN ACCOUNTANT AND TAX CONSULTANT WITH 27 YEARS OF EXPERIENCE, AFTER QUALIFYING AS CFP IN 2009, FOCUSSED ON THE FINANCIAL PLANNING OF INDIVIDUALS. PRESENTLY HANDLING 1000+ ITR CLIENTS, 50+ CORPORATE BALANCE SHEETS AND ALMOST 100+ FAMILIES FOR FINANCIAL PLANNING WITH 80.00 CRORES OF AUM IN MUTUAL FUNDS

Practice at a glance

15

Years of Experience

150

Families Served

₹80

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Physical

Specialises working with:

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

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

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Plan Retirement

Can help you buy / invest in

Health Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Arvind Aggarwal.

Financial Goals Analysis

Insurance Portfolio Review

Mutual Fund Portfolio Review