Rajesh Kumar Gupta - Certified Financial Planner (CFP) Advisor in Sector 12, Noida

Rajesh Kumar Gupta - Certified Financial Planner (CFP) Distributors

Member since May 23, 2013

About Me
Founder and CEO of InvestMantra, NOIDA, Rajesh specializes in comprehensive financial planning that is an exhaustive approach towards financial-life-management. InvestMantra began in January 2004 with a goal of empowering Indian families with the well deserved financial independence by making them understand the value and importance of financial planning in their life. Since 2007, we have ventured into offering fee-base financial planning services to our clients in India, Malaysia, USA, UK and Dubai. He contributed many articles in reputed Dalal Street Journal. His views also appeared on FAAIDA and myiris.com for ?no entry load? in mutual funds and reduction of ULIP charges. He has also provided trainings to MBA students to enlighten them about career in financial industry and other important management subjects. Rajesh is an engineering graduate from Pune University and post graduate in management with dual specialization in marketing and finance from Delhi. Since 2007, he is continuously holding the reputed CFPCM (CERTIFIED FINANCIAL PLANNER) certificate by fulfilling all the required criteria by Financial Planning Standards Board India; additionally he is also certified by AMFI (Association of Mutual Funds of India), IRDA (Insurance Regulatory and Development Authority). He was on the expert panel of ArthaMoney. He has won International Quality Award by LIMRA International, Inc. U.S.A. for years 2006 and 2007.
About Work Experience
Not Specified
Experience & Qualification
Qualification
BE, MBA, CFP
Experience as an Advisor
10 Years
Total work Experience
10 Years
Services and Advisory Offered
  • Mutual Fund

  • Certified Financial Planner (CFP)

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Rajesh Kumar

P 3, Sector 12,
Sector 12,
Noida,
Uttar Pradesh, 201301

LICENSE

  Mutual Fund - ARN No. 42386 - Validity - 30-06-2014

  Certified Financial Planner (CFP) - FPSBI No. 00016652 - Validity - 31-12-2050

Photo Gallery
DOWNLOAD PROFILE
0 Reviews

No reviews present

Do you want to see more Certified Financial Planner (CFP) Distributors?
Canara Robeco MF Consumer Trends Fund 300x250
More About Me
Feedback
Notification