InvestMitra - Certified Financial Planner (CFP) Distributors
Member since Jun 26, 2018
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About Me
We are developing a Robo Advisory Investment Platform which will provide unbiased recommendations by offering Direct Plans of Mutual Funds to the investors, instead of Regular plans offered by distributors or brokers. All the recommendations made by us would be evaluated and analyzed fundamentally i.e. by assessing Management team, Profitability, future prospects, etc. of the company
About Work Experience
I specialize in Equity Valuation of Public Limited companies using Fundamental Analysis generating significant returns for my Protégé
Experience & Qualification
Qualification
MBA
Experience as an Advisor
4 Years
Total work Experience
4 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Portfolio Management Schemes
IPOs, Bonds & NCDs
Technical & Research Analysis
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
InvestMitra
C-201, The First, behind Keshav Baugh Party Plot,,
IIM, Vastrapur,
Vastrapur,
Ahmedabad,
Gujarat, 380015
LICENSE
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Mutual Fund -
ARN No.
INA000010450 - Validity -
07-04-2023
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