PMS GROUP  - NPS (National Pension Scheme) Advisor in Connaught Place, Delhi

PMS GROUP - NPS (National Pension Scheme) Distributors

Member since Nov 27, 2018

About Me
Having an experience of over 10 years as an advisor. We have earned license from IRDA and SEBI. We do customised financial planning. *Asuraksha Se Aajadi* . *Financial Planning* We start with understanding client's need and risk appetite followed by drawing customized financial plan, suggest and maintain portfolio through periodical reassessment. which includes... *1. Investment* Wealth Creation- Risk Analysis and Goal Based. *2. Cover For Uncertainties* 2A. Life Protection- Term Insurance. 2B. Health Cover- Mediclaim. Thanks Paras Suri PMS GROUP MBA IFA
About Work Experience
We are successfully maintaining portfolio of our prestigious clients ranging from resident individuals, corporate houses and NRI.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
15 Years
Total work Experience
10 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • Tax Consultancy

  • Portfolio Management Schemes

  • NPS (National Pension Scheme)

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
PMS GROUP

602 New Delhi House,
Barakhamba Road,
Connaught Place,
Delhi,
Delhi, 110001

LICENSE

  Mutual Fund - ARN No. 150981 - Validity - 31-07-2021

  Life Insurance - IRDA No. 60542396 - Validity - 30-06-2021

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