CHINTAN PATEL - Certified Financial Planner (CFP) Advisor in Sola, Ahmedabad

CHINTAN PATEL - Certified Financial Planner (CFP) Distributors

Member since Aug 17, 2021

About Me
I am a CERTIFIED FINANCIAL PLANNER (CFP), having experience of more than 15 yrs in financial market. We provide Goal base customize Financial plan to our clients and also do regular monitoring also.
About Work Experience
Having 15 yrs of experience as an Insurance Advisors, and more than 5 Yrs experience of Mutual Fund advisors and Equity.
Experience & Qualification
Qualification
CFP
Experience as an Advisor
15 Years
Total work Experience
15 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • Certified Financial Planner (CFP)

  • Portfolio Management Schemes

  • IPOs, Bonds & NCDs

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
CHINTAN

B-706, The Capital,,
Opp. Hetarth partyplot, science city road,,
Sola,
Ahmedabad,
Gujarat, 380060

LICENSE

  Mutual Fund - ARN No. 151514 - Validity - 09-08-2024

  Life Insurance - IRDA No. BSL020605 - Validity - 01-08-2025

  Certified Financial Planner (CFP) - FPSBI No. 00125057 - Validity - 31-12-2050

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