MELISSA JANICE SOARES CFP QPFP
MELISSA•Mumbai,MH
402, ORCHID ELEGANCE ST FRANCIS AVENUE SANTACRUZ WEST ,
Mumbai, MH, 400054
402, ORCHID ELEGANCE ST FRANCIS AVENUE SANTACRUZ WEST , Mumbai, MH, 400054
About
Practice at a glance
20
Years of Experience
10
Families Served
₹9
Crores Managed
Practice Details
Min Monthly Investment:₹1,00,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals
Language Spoken:Hindi
Qualification Completed
CFP – Certified Financial Planner
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-160232
IRDAI Licensed Insurance Agent (General)
1227786
NSE/BSE Authorized Person (AP)
AP0103910162451
Education
Formal Education
Post Graduate Degree (Any Field)
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Financial Freedom
Can help you buy / invest in
Health Insurance
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with MELISSA JANICE SOARES CFP QPFP.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Mutual Fund Portfolio Review
Stocks Portfolio Review
Retirement Readiness Check