Wealthcare Securities Pvt. Ltd.  - Chartered Accountants Advisor in Lajpat Nagar, Delhi

Wealthcare Securities Pvt. Ltd. - Chartered Accountants Distributors

Member since Jun 11, 2013

About Me
Mr. Mukesh Gupta is the Director of the Wealthcare Securities Pvt. Ltd.He has experience of over 20 years in the field of Wealth management. He is Chartered accountant, Certified financial planner and Certified Public Financial Advisor. His earlier stint was with Birla Sunlife.
About Work Experience
Mr Mukesh Gupta has over 20 year experience in the financial services industry. he is a qualified Chartered accountant, Certified Financial Planner and Certified Public Financial Advisor. He has worked with Birla sunlife Group and RR group. He ocasionally write for news papers like Economic times and ET Wealth. he also appears on Financial News Channels.
Experience & Qualification
Qualification
FCA, CFP, CPFA
Experience as an Advisor
20 Years
Total work Experience
20 Years
Services and Advisory Offered
  • Mutual Fund

  • Certified Financial Planner (CFP)

  • Chartered Accountants

  • NPS (National Pension Scheme)

  • IPOs, Bonds & NCDs

  • Housing Loans

  • Loan Against Property

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
  • Nominated for CNBC advisor of the Year

Address
Wealthcare Securities Pvt. Ltd.

A 54 A, LGF, Lajpat Nagar II,
Lajpat Nagar,
Delhi,
Delhi, 110024

LICENSE

  Mutual Fund - ARN No. 3511 - Validity - 26-03-2019

  Certified Financial Planner (CFP) - FPSBI No. 00014599 - Validity - 31-12-2050

  Chartered Accountants - 091355 - Validity - 31-12-2050

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