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K P Ghosh | K P Ghosh FC | MumbaiK P Ghosh | K P Ghosh FC | Mumbai

K P Ghosh

K P Ghosh FC•Mumbai,MH
Lok Everest, J S D Road, Mulund West,
Mumbai, MH, 400080
Lok Everest, J S D Road, Mulund West, Mumbai, MH, 400080
About

Worked in Mutual Fund Industry. For the last 15 years working as Independent Financial Consultant. Have QPFP & CFP certification. Have in depth knowledge of Mutual Fund & Insurance Industry operation & performance.

Practice at a glance

15
Years of Experience
70
Families Served
₹9.5
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

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-2825

IRDAI Licensed Insurance Agent (Life)

01031883

Education

Formal Education

BSc – Bachelor of Science

Industry Education

NISM V-A – Mutual Fund Distributors Certification

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

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with K P Ghosh.

30 Minute Q&A — Ask Me Anything
Financial Health Check-up
Organize Financial Info & Docs