Salonee Sanghvi | MSS Securities Private Ltd

Practice at a glance

22

Years of Experience

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Families Served

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Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Senior Management, NRI / OCI, Women Investors, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers)

Language Spoken:Hindi, Gujarati, English

Qualification Completed

CFA – Chartered Financial Analyst

Licenses Held

AMFI Registered Mutual Fund Distributor

SEBI Registered Research Analyst

Education

Formal Education

BBA – Bachelor of Business Administration

Industry Education

NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2, NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XV – Research Analyst Certification, NISM XIII: Common Derivatives Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Global Investing

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Salonee Sanghvi.

Financial Health Check-up

Mutual Fund Portfolio Review

Stocks Portfolio Review

Retirement Readiness Check