Arthvedh Financial Solutions - Certified Financial Planner (CFP) Distributors
Member since Mar 27, 2013
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About Me
I am a Certified Financial Planner with overall 9 years’ experience in the financial services industry. I have been in a business development & marketing executive, a portfolio manager actively trading in stocks, mutual fund & other financial products, a CFP course trainer teaching all the modules and an unbiased financial planner. I believe that personalized service is essential when matching clients with the right financial plan and services.
About Work Experience
I believe that personalized service is essential when matching clients with the right financial plan and services.
Experience & Qualification
Qualification
CFP
Experience as an Advisor
10 Years
Total work Experience
9 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Portfolio Management Schemes
Will Writing Services
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Arthvedh Financial Solutions
Rakshaknagar Phase-1,
Kharadi Road,
Kharadi,
Pune,
Maharashtra, 411014
LICENSE
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Mutual Fund -
ARN No.
85507 - Validity -
10-05-2021
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