Kunjan Shah
Gautam Labdhi Wealth•Mumbai,MH
G/2, Sharda Chambers No.1, Opp. Bhat Bazaar Fountain, Keshavji Naik Road, Masjid Bunder, Mumbai - 400009,
Mumbai, MH, 400009
G/2, Sharda Chambers No.1, Opp. Bhat Bazaar Fountain, Keshavji Naik Road, Masjid Bunder, Mumbai - 400009, Mumbai, MH, 400009
About
Practice at a glance
8
Years of Experience
50
Families Served
₹10
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings: --
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BFM – Bachelor of Financial Markets
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 Kunjan Shah.
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check