Birju Acharya IMF Pvt Ltd  - mutual fund Advisor in Navrangpura, Ahmedabad

Birju Acharya IMF Pvt Ltd - mutual fund Distributors

Member since Dec 3, 2022

About Me
I am having a rich experience of 15 years in various financial domains like portfolio management, financial planning analysis, new business development, etc. He has successfully managed several large businesses in the financial service industry. Educating and advising clients on specific financial areas like mutual funds, retirement planning, stock market, insurance, taxes, education investment, etc.
About Work Experience
Birju Acharya IMF PVT is one of the top financial Services and Advisory firm started 15 years ago, and have extensive client base of more than 8000 Pan India and across the globe. They have vast experience in different financial sector and also provide thousands of people’s financial planning to achieve their predefined and fix goals. We are one stop financial & investment solutions Provider Company, with astute and growth focused experience in finance, allied management services. We look into financial needs as well as also advises in your investment needs. Our aim is to reach out to common man and extend the opportunity to create wealth by delivering different financial products. We are highly motivated, responsible and committed individuals who are driven by the passion for the financial well-being of customers and the mission for transforming lives. Our primary measure of success is to have satisfied customers with our continuous and seamless services. We always endeavor to bring improvements and value additions in our offerings to meet evolving customer’s expectations and business challenges. Our vision is to give you best financial planning to fulfill your fix financial goals like child education, child marriage, retirement planning, insurance etc.
Experience & Qualification
Qualification
B.SC.
Experience as an Advisor
15 Years
Total work Experience
15 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Insurance Brokers

  • Tax Consultancy

  • Certified Financial Planner (CFP)

  • Share Trading & Demat

  • Portfolio Management Schemes

  • Technical & Research Analysis

  • Share Tips & Trading Tools

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
  • Best Business Associate Award Motilal Oswal

  • Most Consistent Award Motilal Oswal

  • DON OF DALAL STREET Awards Motilal Oswal

  • Super Starter Initiative Awards ICICI Prudential

Address
Birju Acharya IMF Pvt Ltd

102, Addor Ambition,,
Late JA Patel Rd,,
Navrangpura,
Ahmedabad,
Gujarat, 380009

LICENSE

  Mutual Fund - ARN No. 160296 - Validity - 21-02-2025

  Life Insurance - IRDA No. 1869001311201903 - Validity - 26-02-2025

  General Insurance - IRDA No. 1869001311201903 - Validity - 26-02-2025

  Insurance Brokers - 1869001311201903 - Validity - 26-02-2025

  Certified Financial Planner (CFP) - FPSBI No. 54472 - Validity - 31-12-2050

  Share Trading & Demat - AP0104460130225 - Validity - 31-12-2050

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