Rutu Patel
Monira Finserv•Ahmedabad,GJ
18,Nirant Park Society,Part-1,Gate-3,Near Sudarshan Tower,Thaltej,Ahmedabad,
Ahmedabad, GJ, 380060
18,Nirant Park Society,Part-1,Gate-3,Near Sudarshan Tower,Thaltej,Ahmedabad, Ahmedabad, GJ, 380060
About
Practice at a glance
2
Years of Experience
30
Families Served
₹1.5
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
CWM – Chartered Wealth Manager
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
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Rutu Patel.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review