Nirav Shah | NIRAVSHAH

About

Working AS A SR Sales Executive managing Corporate Salary Accounts with Subsidary of HDFC BANK for 8 years & 1 year with IDBI BANK

Practice at a glance

25

Years of Experience

350

Families Served

₹40

Crores Managed

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

QPFP – Qualified Personal Finance Professional

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

PFRDA Registered Retirement Adviser

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XVII: Retirement Advisor Certification

Children’s Goals

Fixed Deposits & Bonds

Life Insurance

Mutual Funds

Get any of the free services to experience working with Nirav Shah.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint