Sameer Bhalla - Mutual Fund Distributors
Member since Apr 2, 2018
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About Me
Investment Caffe is a young startup into wealth management services. Which aims to deliver best in class financial planning and strong focus on client satisfaction.
About Work Experience
Investment Caffe provides services in the field of financial services predominantly providing advisory for Investment Planning, Wealth Management Products, Tax Planning.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
2 Years
Total work Experience
12 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Post Office Schemes
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Sameer
M-119 G S Appartment,
Rohini Sector 13,
Delhi,
Delhi, 110085
LICENSE
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Mutual Fund -
ARN No.
113694 - Validity -
27-07-2019
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