Jessica Dsouza believes that every Individual needs to be Financially Independant. Life experiences has taught her the importance of financial well-being. Her Passion is to reach out to families and help them manage their Finance better.
Practice at a glance
8
Years of Experience
100
Families Served
₹80
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Women Investors, Senior Citizens / Retirees, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Government Staff
Language Spoken:Hindi, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BAF – Bachelor of Accounting & Finance
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Jessica Dsouza.