PUJA Roy - Certified Financial Planner (CFP) Advisor in Kudasan, Gandhinagar

PUJA Roy - Certified Financial Planner (CFP) Distributors

Member since Aug 18, 2016

About Me
We provide goal based wealth creation advice with mutual fund investment. We are certified financial planner. We provide SIP in mutual fund and ELSS investments for tax saving.
About Work Experience
My main motto is to create 500 crorepatis with help of SIP.
Experience & Qualification
Qualification
MBA IN FINANCE , CFP
Experience as an Advisor
14 Years
Total work Experience
10 Years
Services and Advisory Offered
  • Mutual Fund

  • Tax Consultancy

  • Online Tax Return Filing

  • Certified Financial Planner (CFP)

  • Portfolio Management Schemes

  • Pan Service Providers

  • NPS (National Pension Scheme)

  • Housing Loans

  • Financial Education Providers

  • Gold Saving Plans

  • Will Writing Services

Affiliations
  • FBSB
Awards & Recognition
  • BEST SIP PLANNER

Address
PUJA

H. No B-203,
Satyamev Riveria,
Kudasan,
Gandhinagar,
Gujarat, 382421

LICENSE

  Mutual Fund - ARN No. 10955 - Validity - 01-01-2018

  Certified Financial Planner (CFP) - FPSBI No. 123456 - Validity - 31-12-2050

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