Pankajkumar Mohta
Platinum Fincap•Ahmedabad
SF-4, MILLENNIUM PLAZA, MANSI CROSS, VASTRAPUR,
Ahmedabad, 380015
SF-4, MILLENNIUM PLAZA, MANSI CROSS, VASTRAPUR, Ahmedabad, 380015
About
Practice at a glance
16
Years of Experience
80
Families Served
₹220
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:
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
Education
Formal Education
BSc – Bachelor of Science
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM X-B – Investment Adviser Level 2
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Global Investing
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Pankajkumar.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check