LLovegeet Dhuria, QPFP
Dhhura Family Office Private Limited•Bathinda,PB
St No. 2 Opp Niny Printers Near Gaushala Ganesh Nagar ,
Bathinda, PB, 151001
St No. 2 Opp Niny Printers Near Gaushala Ganesh Nagar , Bathinda, PB, 151001
About
Practice at a glance
15
Years of Experience
500
Families Served
₹100
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff
Language Spoken:Hindi, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
CFP – Certified Financial Planner
CWM – Chartered Wealth Manager
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
SEBI Registered Investment Adviser
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1
Can help you to
Plan Complete Finances
Children’s Goals
Buy a Home
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with LLovegeet Dhuria, QPFP.
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
Retirement Readiness Check