NIRAL SHAH | Harnik Investments

About

i am a qualified personal financial planner... having 20 years of experience in financial industry , i help individuals and families to achieve their goals and financial freedom with simpliefied strategies. #mutual funds # wealth management # financial planning

Practice at a glance

20

Years of Experience

70

Families Served

₹120

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:Hindi, Gujarati, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-187319

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM VIII – Equity Derivatives Certification, NISM XIII: Common Derivatives Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Financial Freedom

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Life Insurance

Mutual Funds

Stocks & Equity

Loan Against Securities

SIF

AIF