Ankit choradia - Certified Financial Planner (CFP) Advisor in Himayathnagar, Hyderabad

Ankit choradia - Certified Financial Planner (CFP) Distributors

Member since May 15, 2019

About Me
A certified financial planner by profession and currently managing asset of investors in mutual funds and fixed income products. Passionate about Personal finance, fintech and aim to bring the best of these together. Responsible for starting and implementing of WealthApp India - An Online Investment Platform for Mutual funds. passionate about financial advisory business.
About Work Experience
More than 7 years of experience in the areas of Financial product sales, financial advisory, Training, and Business Strategies
Experience & Qualification
Qualification
CFP
Experience as an Advisor
8 Years
Total work Experience
4 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • Certified Financial Planner (CFP)

  • Portfolio Management Schemes

  • NPS (National Pension Scheme)

  • IPOs, Bonds & NCDs

  • Housing Loans

  • Fixed Deposits

Affiliations
  • CFP
  • Licenciate
Awards & Recognition
    Not Specified
Address
Ankit

309, 5th floor liberty plaza,
himayat nagar rd,
Himayathnagar,
Hyderabad,
Telangana, 500029

LICENSE

  Mutual Fund - ARN No. 95819 - Validity - 01-01-2020

  Life Insurance - IRDA No. 1010 - Validity - 01-01-2021

  Certified Financial Planner (CFP) - FPSBI No. 1010 - Validity - 31-12-2050

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