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