Neeraj S Bahal - Online Tax Return Filing Distributors
Member since May 8, 2013
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About Me
I am a Chartered Accountant, CFP, AMFI Certificant, derivatives and capital markets advisor. I started my career by launching Fasttrack Investments in February 2006. Our client base today, spans across people from all walks of life. We offer an extensive range of end to end services that go much beyond imparting mere investment advice. I have always believed in sharing my client?s goals and enabling them to meet their financial aspirations through well thought out and realistic investment measures in the present with long term financial solutions and not just catering to one time investment needs. The team?s academic and professional qualifications also equip them with the requisite tools to understand a clients? current financial status to plan and structure the investment portfolio to meet both, long term as well as short term requirements with services such as: Risk Management and Insurance Planning Retirement Planning and Employee Benefits Tax Planning and Estate Planning Portfolio Management Services I also firmly believe in nurturing every investor through the systematic input of information in order to facilitate independent and informed choices with a vision to aide investor growth not only financially but on a personal note as well to keep the investors, completely in tune with the status and subsequent growth of their finances.
About Work Experience
Not Specified
Experience & Qualification
Qualification
CA, CFP
Experience as an Advisor
10 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Chartered Accountants
Portfolio Management Schemes
Will Writing Services
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
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Not Specified
Address
Neeraj S
78 Mulji Jetha CHS Ltd, 4th Floor,
185/187 Princess Street,
Princess Street,
Mumbai,
Maharashtra, 400002
LICENSE
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Mutual Fund -
ARN No.
33585 - Validity -
20-11-2018
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