Devender Goswami
BluRock Wealth•Ludhiana
10126, BluRock Tower, Joshi Nagar, Backside Shri Ram Sharnam, Hambran Road, LUDHIANA,
Ludhiana, 141001
10126, BluRock Tower, Joshi Nagar, Backside Shri Ram Sharnam, Hambran Road, LUDHIANA, Ludhiana, 141001
About
Practice at a glance
20
Years of Experience
3
Families Served
₹10
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings: --
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)
Education
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Devender .
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
Stocks Portfolio Review
Retirement Readiness Check