Dharmendra Parikh | DHARMENDRA VINODRAI PARIKH

About

• 35 Years of experience in investing in shares. • 24 Years of experience as a sub broker in shares. • 24 years of experience in studying charts. • 22 years of experience in providing solutions by Life Insurance. • 12 years of experience for Health Care Insurance (Mediclaim). • 6 Years of experience in making Goal Based Financial Plans.

Practice at a glance

25

Years of Experience

55

Families Served

₹35

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, NRI / OCI, Business & SME Owners

Language Spoken:Hindi, Gujarati, English

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

Can help you to

Children’s Goals

Plan Retirement

Save Taxes

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Dharmendra Parikh.

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Stocks Portfolio Review