RPG Wealth Management - Fixed Deposits Distributors
Member since May 19, 2018
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About Me
I am a supply chain professional turned into a Financial Adviser with so much passion in transforming lives of many families towards financial freedom.This Journey Started in the Year 2007 by helping friends and relatives by planning their financial goals and helping them to achieve it. Its only now that we have converted our hobby into profession.
We will help clients to achieve their financial goals with effective and smart investment planning.
We are certified Mutual Funds,Life,General and Health Insurance consultants recognized by the AMFI (Association of Mutual Fund of India) and IRDA (Insurance Regulatory and Development Authority). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide ethical and apt financial solutions & thereby make people enjoy a secured financial freedom.
About Work Experience
I have total 14 years of experience in financial planning at amateur level and turned professional in the field only in last couple of years.
Experience & Qualification
Qualification
B.Tech, MMS,
Experience as an Advisor
18 Years
Total work Experience
3 Years
Services and Advisory Offered
Mutual Fund
Insurance Brokers
Real Estate Brokers
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
Housing Loans
Financial Education Providers
Will Writing Services
Loan Against Property
Share Tips & Trading Tools
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
RPG Wealth Management
Shop no1, Moti Sagar CHS,
Sane Guruji Nagar,,
Mulund East,
Mumbai,
Maharashtra, 400081
LICENSE
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Mutual Fund -
ARN No.
ARN-141325 - Validity -
05-03-2021
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