Sheetal Kumta
Practice at a glance
11
Years of Experience
28
Families Served
₹72,00,000
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
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Children’s Goals
Plan Retirement
Save Taxes
Can help you buy / invest in
Fixed Deposits & Bonds
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Sheetal Kumta.
Financial Goals Analysis
Mutual Fund Portfolio Review
Retirement Readiness Check