Arthvedh Financial Solutions  - Certified Financial Planner (CFP) Advisor in Kharadi, Pune

Arthvedh Financial Solutions - Certified Financial Planner (CFP) Distributors

Member since Mar 27, 2013

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

  Mutual Fund - ARN No. 85507 - Validity - 10-05-2021

  Certified Financial Planner (CFP) - FPSBI No. 00063972 - Validity - 31-12-2050

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