Practice at a glance
4
Years of Experience
40
Families Served
--
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:Hindi, Gujarati, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
CFP – Certified Financial Planner
MBA (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-147511
IRDAI Licensed Insurance Agent (General)
IRDAI
IRDAI Licensed Insurance Agent (Life)
IRDAI
SIF Distributor (AMFI)
ARN-147511
Education
Formal Education
BBA – Bachelor of Business Administration, MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM XIII: Common Derivatives Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Plan Retirement
Build Wealth
Can help you buy / invest in
Other Insurances
Health Insurance
Life Insurance
Mutual Funds