Rajesh Jhunjhunwala - Certified Financial Planner (CFP) Distributors
Member since Jun 13, 2013
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About Me
A well organized and accomplished professional with 22 years of experience of financial markets. Primary areas of work involve Financial advise to clients after doing extensive need analysis . various product basket includes Insurance, Mutual Funds, Financial Planning, Portfolio Management. Imparting training related to financial markets and Financial Planning.
About Work Experience
Highly professional with over 22 years of experience in Financial Markets advising clients regarding investments in various financial products like Mutual Funds, Insurance, Direct Equities, Tax Planning and also managing financial planning for clients and prospects after proper need analysis and identifying the financial gap and advising what investments would be suitable for them, efficiently manage a diverse portfolio for them.
Experience & Qualification
Qualification
B.Com, CFP
Experience as an Advisor
22 Years
Total work Experience
30 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Rajesh
5/7, Buroshibtalla Main Road,
Park Street,
Kolkata,
West Bengal, 700016
LICENSE
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Mutual Fund -
ARN No.
3455 - Validity -
31-12-2015
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