Pankajkumar Mohta | Platinum Fincap

About

Keep it simple, Health or Wealth, practice daily simple things, Be frugal , Client first is the motto to grow together

Practice at a glance

16

Years of Experience

80

Families Served

₹220

Crores Managed

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

Formal Education

BSc – Bachelor of Science

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-B – Investment Adviser Level 2

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Fixed Deposits & Bonds

Global Investing

Mutual Funds

Stocks & Equity

Get any of the free services to experience working with Pankajkumar Mohta.

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