Bhadresh Patel - Certified Financial Planner (CFP) Distributors
Member since Apr 27, 2018
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About Me
I AM A CERTIFIED FINANCIAL PLANNER.PASS OUT IN 2009.since then i am into
this profession.we have formed a firm called "Etica advisory private limited"in 2016
as we are serious about this profession.
About Work Experience
it is a wonderful experience so far as it requires moral values in addition to your qualifications.clients put trust with their hard earned money.....our responisibility increases..
mainly we have to understand their needs,risk profile,and above all transperancy is most important...we have succeeded a trustworthy firm so far.
Experience & Qualification
Qualification
M.com ,CFP
Experience as an Advisor
9 Years
Total work Experience
9 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Bhadresh
8,HARINIVAS FLATS,ANANT SOCIETY,
DAXINI SOCIETY ROAD,MANINAGAR,
Maninagar,
Ahmedabad,
Gujarat, 380008
LICENSE
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Mutual Fund -
ARN No.
112356 - Validity -
23-06-2019
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