Ashish Mumbaiwala - Certified Financial Planner (CFP) Distributors
Member since Jan 30, 2018
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About Me
Prectising Financial planner, providing service in the field of Investment, Tax Planning, Portfolio Management, Estate planning etc.
About Work Experience
Having 18+ year experience in the field of Financial products with Large corporate houses like ICICI, Reliance Capital, Bajaj Allianz.
Experience & Qualification
Qualification
Bcom., CFP, AMFI, Prod.Tr..
Experience as an Advisor
18 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
General Insurance
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Share Trading & Demat
Commodties Trading
Portfolio Management Schemes
Pan Service Providers
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Financial Education Providers
FOREX Trading
Will Writing Services
Share Tips & Trading Tools
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Ashish
24, Shukan Mall,
Nr. Visat crossing,
Motera,
Ahmedabad,
Gujarat, 380005
LICENSE
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Mutual Fund -
ARN No.
96237 - Validity -
29-12-2019
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