Shilpi Bansal | NK Kothari Finserve Pvt Ltd

About

I have been a banker for 18 years and had the fortune of working with some of the best brands like Citibank , HDFC Bank and Exim Bank. I started this journey of helping people achieve financial freedom 6 years back and i must say am loving it.

Practice at a glance

25

Years of Experience

400

Families Served

₹1,000

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:

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

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

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Plan Retirement

Save Taxes

Build Wealth

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 Shilpi Bansal.

30 Minute Q&A — Ask Me Anything

Retirement Readiness Check