OM FINANCIAL SERVICES  - Tax Consultancy Advisor in Tragad, Ahmedabad

OM FINANCIAL SERVICES - Tax Consultancy Distributors

Member since Jun 11, 2018

About Me
om financial services is a 3 year old a complete financial service provider from mutual fund, general insurance , life insurance , demat services, financial planning , & PMS.
About Work Experience
WORKING AS MUTUAL FUND DISTIBUTOR SINCE LAST 08 YEAR , HAVING EXPERTISE IN RETIREMENT PLANNING AS PFRDA REGISTERED RETAIEMENT ADVSIOR , IRDA REGISTERED INSURANCE ADVSIOR BOTH IN LIFE AND GENERAL INSURANCE & AUTHORISED PERSON OF KOTAK SECURTIES.
Experience & Qualification
Qualification
GRADUATE , MBA, GFMP, RA
Experience as an Advisor
26 Years
Total work Experience
8 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Tax Consultancy

  • Share Trading & Demat

  • Portfolio Management Schemes

  • IPOs, Bonds & NCDs

  • Financial Education Providers

  • Will Writing Services

  • Technical & Research Analysis

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
OM FINANCIAL SERVICES

A 602 SAGA RESIDENCY,
BH NIRMA UNIVERSITY,
Tragad,
Ahmedabad,
Gujarat, 382470

LICENSE

  Mutual Fund - ARN No. 131906 - Validity - 02-11-2020

  Life Insurance - IRDA No. 01270701 - Validity - 01-01-2023

  General Insurance - IRDA No. 71001839 - Validity - 01-01-2025

  Share Trading & Demat - INF230808130, - Validity - 31-12-2050

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