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Ashish kumar Modi - NPS (National Pension Scheme) Advisor in Choudhury Bazar, Cuttack

Ashish kumar Modi - NPS (National Pension Scheme) Distributors

Member since Jun 23, 2013

 9938036161
 wealthbuilders.in@gmail.com
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About Me
Wealth Builders Investment Services is an independent, client-centric investment solution firm promoted by Mr. Ashish Kumar Modi, (C.F.A & M.S (Marketing)) an AMFI certified mutual fund distributor, small case, P.M.S & A.I.F distributor, financial planner, IRDA licenced Life and Health Insurance advisor based in Cuttack and servicing clients all over India and abroad since May 2007. Wealth Builders is committed to its clients and has made considerable investments in its research, technology and systems and processes to bring you updated information, convenience and prompt customer service. We are proud to have you here and believe that Wealth Builders Investment Services shall be able to assist you in fulfilling your financial goals through efficient support and prompt services.
About Work Experience
We are into financial services business since May 2007. We provide goal based solutions and specializes into Mutual funds solutions. Also We can provide short term as well as long term bonds of PSU and Private companies (secured only) for higher than FD returns. Further we deal in P.M.S and A.I.F basket and most interesting we also provide full services for IEPF, Lost shares, Mutual funds, bonds etc for Cuttack and Bhubaneswar.
Experience & Qualification
Qualification
CFA, M.S MARKETING
Experience as an Advisor
20 Years
Total work Experience
16 Years
Services and Advisory Offered

  • Mutual Fund

  • General Insurance

  • Certified Financial Planner (CFP)

  • Share Trading & Demat

  • Portfolio Management Schemes

  • NPS (National Pension Scheme)

  • IPOs, Bonds & NCDs

  • Housing Loans

Affiliations
  • BNI
Awards & Recognition

  • Platinum Partner for Nuvama for 22-23

Address
Ashish kumar

C/o Wealth Builders Investment Services,
Infront of Indian Bank,
Choudhury Bazar,
Cuttack,
Orissa, 753001

LICENSE

  Mutual Fund - ARN No. 51787 - Validity - 03-07-2027

  General Insurance - IRDA No. 9680122 - Validity - 02-07-2027

  Certified Financial Planner (CFP) - FPSBI No. IUT-CFAC12283 - Validity - 31-12-2050

  Share Trading & Demat - ASMK1200 - Validity - 31-12-2050

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