PUJA Roy - Certified Financial Planner (CFP) Distributors
Member since Aug 18, 2016
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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
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