Assets - Certified Financial Planner (CFP) Distributors
Member since Apr 24, 2022
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About Me
Assets Banking, India’s well known Financial Consulting Private limited company with it presence nationwide provides integrated financial services to Individuals, Corporate, institutional, SME’s, Trusts . It was established on 1st November 2013 and handles an AUM more than Rs.250 crores , provides genuine financial advice related to mutual fund, fixed deposit, insurance, taxation and real estate also specialized on providing Loan services like home loan and loan against property. This company is having Head office at Pune and Branch office at Delhi.
About Work Experience
Assets Banking has two branches – Delhi and Pune. The company has been established in November 2013 and it is in trusted service of Defence officers for the past 9 years.This company stringently follows rules and regulation led by Securities Exchange Board of India ( SEBI). As well as providing individual financial advice, the company also conducts Financial Awareness Lectures and Camps in various regimental organizations.
Experience & Qualification
Qualification
MBA,BE ,CFP
Experience as an Advisor
15 Years
Total work Experience
9 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Real Estate Brokers
Portfolio Management Schemes
Housing Loans
Property Management Services
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Assets
office no 208,2nd Floor,
A Wing,KPCT Mall,Beside Vishal Mega Mart,
Fatima Nagar,
Pune,
Maharashtra, 411013
LICENSE
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Mutual Fund -
ARN No.
93749 - Validity -
01-01-2023
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