CA Bhavya Shah
Equisafe Capital•Surat,GJ
Homeland City, 408-415, University Rd, Piplod, Surat, Gujarat 395007,
Surat, GJ, 395003
Homeland City, 408-415, University Rd, Piplod, Surat, Gujarat 395007, Surat, GJ, 395003
About
Practice at a glance
5
Years of Experience
70
Families Served
₹15
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
CA – Chartered Accountant
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
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Global Investing
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with CA Bhavya Shah.
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review