Jasmin Patel
Value For Money•Vadodara,GJ
Ghantiyada, Ghadiyali Pole, Above Gayatri Pariwar Kendra,
Vadodara, GJ, 390001
Ghantiyada, Ghadiyali Pole, Above Gayatri Pariwar Kendra, Vadodara, GJ, 390001
About
Practice at a glance
15
Years of Experience
50
Families Served
₹10
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, HNI Families
Language Spoken:Hindi, Gujarati, English
Qualification Completed
PGDM (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN - 73574
IRDAI Licensed Insurance Agent (General)
ILGD00021990
IRDAI Licensed Insurance Agent (Life)
0298687F
NSE/BSE Authorized Person (AP)
AP302004211
SEBI Registered Stock Broker (Trading Member)
INZ000163138
Education
Formal Education
BCom – Bachelor of Commerce, MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Home Loans
Loan Against Securities
Complimentary Services
Get any of the free services to experience working with Jasmin Patel .
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
Stocks Portfolio Review
Retirement Readiness Check
Risk Profile Assessment