Ashish Arora | Wisemate Wealth Partners

About

A Certified Financial Planner, having total experience of 23 years in wealth management and Mutual Fund industry. Last assignment before starting MFD practice was Associate Vice-President with HDFC AMC.

Practice at a glance

23

Years of Experience

70

Families Served

₹25

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

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 (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

Buy a Home

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Ashish Arora.

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