Poonam Singh
Value Fincare•Thane,MH
A/704 Serenity Chs, Poonam Garden, Mira Bhayandar Road, Mira Road East,
Thane, MH, 401107
A/704 Serenity Chs, Poonam Garden, Mira Bhayandar Road, Mira Road East, Thane, MH, 401107
Practice at a glance
4
Years of Experience
35
Families Served
₹11
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
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BA – Bachelor of Arts
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Can help you buy / invest in
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Poonam Singh.
Financial Goals Analysis
Organize Financial Info & Docs