WealthDirect Portfolio Private Limited - Certified Financial Planner (CFP) Distributors
Member since Dec 29, 2017
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About Me
WealthDirect Started with an objective of helping in wealth creation of our clients through Prudent financial planning & Wealth Management Services.WealthDirect Platform is Blended with Technology & Human Touch.We believe in Building Bonds of long term Relationship based to help investors in having process driven, goal oriented, financial planning led wealth creation .
About Work Experience
The journey of Wealth Direct began in 2011 by Shekhar and Vipin Bhutani who decided to leverage their years of experience in the wealth management domain and give a financial bliss to the families by managing their finances.
Experience & Qualification
Qualification
MBA ,CPFA ,IDBF IIM Ahemd..
Experience as an Advisor
14 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Certified Financial Planner (CFP)
Affiliations
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Not Specified
Awards & Recognition
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Among India's 25 Most Promising Financial consultants 2017
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Upper Crust award Winner for 3 Consecutive Years
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Among top 5 Prosperity Advisors India 2015
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Featured in Times of India,Hindustan Times,94.3 FM
Address
WealthDirect Portfolio Private Limited
A-757 , Main Road,
Tulsi Marg Sec-19,
Sector 15,
Noida,
Uttar Pradesh, 201301
LICENSE
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Mutual Fund -
ARN No.
WDIRECTON - Validity -
01-01-2019
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