Shreekanth Dani - Tax Consultancy Advisor in Mallathahalli, Bangalore

Shreekanth Dani - Tax Consultancy Distributors

Member since Apr 5, 2014

About Me
A‘Financial Advisor’ as “Dani Financial Consultants” dealing with All Types of Insurance,Investments, Mutual Funds & Tax Savings as well as Portfolio Allocation as per your requirements, preference and expectations. We have a Door Step Service network working throughout Bangalore that surely enables us to aid to get full Financial solutions in a single platform as per your requirements.
About Work Experience
The total portfolio Allocation, Best Advisory Plans and Value Research in different types of Mutual Funds. All Types Mutual Funds Life Insurance General Insurance Equity /Shares/Stocks D-Mat & Trading Account Chit Funds Medical/Health Insurance Vehicle/Motor Insurance Child/Education Plans Unit Linked Plans House Hold& Insurance Fire & Burglary Insurance Shop Keepers Insurance Overseas/Travel Insurance The Retirement/Pension Plans Property Investments Your Goal, Our way, both are Win. Plans Belongs to, Company/Industry/Projects/Associations/Trusts/Business Group Gratuity Insurance (Tax Benefit under AS15) Group Health Insurance (TMP-Tailor Made Policy from Day one Coverage) EDLI, GTLI, ESLI. CAR Policy (Contractors All Risk Insurance) WCP (Workmen Compensation Policy) Fire & Burglary Insurance Shop Keepers Insurance Fidelity guarantee & money Insurance Marine & Air Cargo Insurance And Other Project & Engg Insurance
Experience & Qualification
Qualification
Diploma
Experience as an Advisor
10 Years
Total work Experience
8 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Tax Consultancy

  • Real Estate Brokers

  • Portfolio Management Schemes

  • Pan Service Providers

  • NPS (National Pension Scheme)

  • IPOs, Bonds & NCDs

  • Housing Loans

  • Gold Saving Plans

  • Gold Loan

  • Loan Against Property

  • Share Tips & Trading Tools

  • Property Management Services

  • Fixed Deposits

Affiliations
  • Achiever & Centurian Trophys by the Branch LIC Of India
Awards & Recognition
  • Good Luck Trophy2013 from South Central Zone Hyderabad by LIC of India

Address
Shreekanth

No 55 GF 3rd Block SMV Layout,
Near Ammashrama Circle Ullal Main Road,
Mallathahalli,
Bangalore,
Karnataka, 560056

LICENSE

  Mutual Fund - ARN No. 89600 - Validity - 11-06-2016

  Life Insurance - IRDA No. 8452349 - Validity - 03-01-2017

  General Insurance - IRDA No. 8452349 - Validity - 03-01-2017

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