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ANANDI IYER - Certified Financial Planner (CFP) Advisor in Kharadi, Pune

ANANDI IYER - Certified Financial Planner (CFP) Distributors

Member since Aug 24, 2024

 9850926228
 anandi.narasi@gmail.com
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About Me
I have retail banker with 22 years of experince. The joy of Personal Finance led me to take a plunge into the personal finance space. I am MFD as well as Insurance advisor.(Both Life as well as General).
About Work Experience
I have retail banker with 22 years of experince. The joy of Personal Finance led me to take a plunge into the personal finance space. I am MFD as well as Insurance advisor.(Both Life as well as General). I handle 30 clients and 2 families
Experience & Qualification
Qualification
Grabduate
Experience as an Advisor
22 Years
Total work Experience
2 Years
Services and Advisory Offered

  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Online Tax Return Filing

  • Certified Financial Planner (CFP)

  • NPS (National Pension Scheme)

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
ANANDI

B1-302,Kumar Primrose,,
Kharadi,
Kharadi,
Pune,
Maharashtra, 411014

LICENSE

  Mutual Fund - ARN No. ARN-185432 - Validity - 01-01-2026

  Life Insurance - IRDA No. BAL392231 - Validity - 17-11-2050

  General Insurance - IRDA No. IGL75644 - Validity - 31-12-2050

  Certified Financial Planner (CFP) - FPSBI No. 120517 - Validity - 31-12-2050

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