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KPPrivate Wealth - Certified Financial Planner (CFP) Advisor in Wakad, Pune

KPPrivate Wealth - Certified Financial Planner (CFP) Distributors

Member since Aug 13, 2022

 8262802482
 kppwmpune@gmail.com
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About Me
Financial Planner , Wealth Creator , Family Office Advisor
About Work Experience
Financial Advisory , Family office Advisor , Fund Manager
Experience & Qualification
Qualification
CFA MBA
Experience as an Advisor
15 Years
Total work Experience
15 Years
Services and Advisory Offered

  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Insurance Brokers

  • Certified Financial Planner (CFP)

  • Share Trading & Demat

  • Real Estate Brokers

  • Portfolio Management Schemes

  • NPS (National Pension Scheme)

  • IPOs, Bonds & NCDs

  • FOREX Trading

  • Technical & Research Analysis

  • Share Tips & Trading Tools

  • Property Management Services

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
KPPrivate

C 706 VEDANTA,
SAMVED WAKAD,
Wakad,
Pune,
Maharashtra, 411057

LICENSE

  Mutual Fund - ARN No. 3456345 - Validity - 01-01-2025

  Life Insurance - IRDA No. 3456345 - Validity - 01-01-2025

  General Insurance - IRDA No. 3456345 - Validity - 01-01-2026

  Insurance Brokers - 3456345 - Validity - 01-01-2024

  Certified Financial Planner (CFP) - FPSBI No. 3456345 - Validity - 31-12-2050

  Share Trading & Demat - 3456345 - Validity - 31-12-2050

  FOREX Trading - 3456345 - Validity - 31-12-2050

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