NITIN PATEL
NIRVI INVESTMENTS•Valsad
B-247/FORTUNE LANDMARK OPP-VISHAL MEGA MART,
Valsad, 396195
B-247/FORTUNE LANDMARK OPP-VISHAL MEGA MART, Valsad, 396195
Practice at a glance
15
Years of Experience
600
Families Served
₹30
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:
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BSc – Bachelor of Science
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Build Wealth
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with NITIN PATEL.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check