Dhanya Nair - Certified Financial Planner (CFP) Distributors
Member since May 3, 2017
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About Me
I am a Certified Financial Planner with 8 years of work experience in the field of finance. I advise based on the clients need, priority, risk appetite.
About Work Experience
I have extensive experience in personal finance advisory, investment planning, insurance planning, Tax planning. An finance and investment advisor with close to 4 years’ experience and currently working with Indiabulls Ventures Ltd as a wealth manager
Experience & Qualification
Qualification
MBA
Experience as an Advisor
8 Years
Total work Experience
3 Years
Services and Advisory Offered
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Portfolio Management Schemes
NPS (National Pension Scheme)
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Dhanya
Vasant kunj,
Vasant Kunj,
Delhi,
Delhi, 110070
LICENSE
|
Certified Financial Planner (CFP) -
FPSBI No.
81487 - Validity -
31-12-2050
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