About Me
Known as Nivesh Guru Pankaj Ladha who has been awarded by Rajasthan Government this 15th August for Financial Literacy and saving investors from financial blunders. Has also received award at MFRT INDIA for most client friendly and investor friendly advisor. Just like an extended family member for my investors helping them out at each and every front. Recently my article on financial planning was published in Outlook money, one of the best finance magazine.
About Work Experience
Have been working in the field of Finance from last 25 years. Have an existing client base of above 3000 across all services and have an major investor base in Kota, Jaipur, Delhi, Mumbai, Baran, Bundi, Jhalawar and Rawatbhaata.
Try to work as an extended family member for my investor and do 360 degree financial Planner.
Have launched a financial literacy program in which my target is to financially educate 25000 people by 2020. Till date have conducted over 70 Financial Literacy session and have financially educated over 10000 people.
Experience & Qualification
Qualification
B.Com, CFGP
Experience as an Advisor
25 Years
Total work Experience
25 Years
Services and Advisory Offered
Mutual Fund
IPOs, Bonds & NCDs
Technical & Research Analysis
Share Tips & Trading Tools