Kamal Vorra | Mahalaxmi Finserv

About

I am Kamal S Vora, Commerce graduate & Certified Financial Planner from 2018 . Last 7 years i am provinding all Financial related service as below. Our Firm name is Mahalaxmi Finserv & Providing two vertical service. 1. We are specialized in *Old Physical Share convert into Demat* like Demat rejection, Unclaimed Dividend, Lost of Original Shares, Signature Difference, IEPF issue, Transmission & Succession Certificate, Name Deletion & solving all problem related in share. 2. We are expertise in *Comprehensive Financial planning* like Children Education & Marriage, Financial Freedom , cash flow structure, Retirement Planning, Contingency & Insurance Planning , Vacation Planning , Debt (Loan) Restructure & EMI Free/Reduce Planning & Finally tax Planning & so on...

Practice at a glance

7

Years of Experience

250

Families Served

₹30

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹5,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Government Staff

Language Spoken:Hindi, Tamil, Gujarati, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Plan Retirement

Build Wealth

Can help you buy / invest in

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Kamal Vorra.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Mutual Fund Portfolio Review