Prasad Shetty - Certified Financial Planner (CFP) Distributors
Member since Mar 7, 2013
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About Me
I am a staunch believer of the fact that Financial Literacy is the key to financial success of each person. My firm S9 Financial planners assure of a sincere effort to give you unbiased view of various aspects of personal finance. I aspire to become a financial doctor and heal all the financial worries of my clients in a veracious way.
About Work Experience
I have enhanced my knowledge in the field of financial planning for almost 6yrs and still continuing to do so. Understanding my client?s needs, their current financial perspective, reviewing their investments periodically, and advising them on how to achieve their financial goals is all about my work experience.
Experience & Qualification
Qualification
B.Com, CFP
Experience as an Advisor
3 Years
Total work Experience
6 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Certified Financial Planner (CFP)
Real Estate Brokers
IPOs, Bonds & NCDs
Housing Loans
Gold Saving Plans
Loan Against Property
Consumer Finance
Affiliations
- FPSB-Certified Financial Planner (CFP) - 00037010
Awards & Recognition
-
Not Specified
Address
Prasad
Office no.21, Shree herambh apts,,
MP road, Mulund East,
Mulund East,
Mumbai,
Maharashtra, 400081
LICENSE
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Mutual Fund -
ARN No.
76164 - Validity -
19-09-2019
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