Abhinivesh Investments - Certified Financial Planner (CFP) Advisor in Shastri Nagar, Meerut

Abhinivesh Investments - Certified Financial Planner (CFP) Distributors

Member since Dec 23, 2024

9634224369

abhinivesh.investments@gmail.com

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About Me

As a seasoned Financial Consultant, my expertise lies in creating tailored financial solutions that resonate with clients' unique needs. With a robust background in banking, my recent self-employment journey leverages over seven years of experience in relationship management and portfolio oversight. In my last assignments, I honed skills in Portfolio Management, Asset allocations, contributing to the development and execution of financial strategies. These competencies, combined with certification in Financial Planning, empower me to deliver exceptional service and drive business growth in my practice.

About Work Experience

I am a Certified Financial Planner (CFP) with over a decade of professional experience, including 7 years in banking and 3 years specializing in financial planning. My expertise lies in helping clients achieve their financial goals through personalized strategies. With a strong foundation in banking and wealth management, I am committed to delivering comprehensive and tailored financial solutions.

Experience & Qualification

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