AR Money Wisdom - Fixed Deposits Distributors
Member since Mar 12, 2024
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About Me
We have 10 years of experience in the Investment Planning & Risk Management Field. We provide end-to-end solutions related to the Investment & Wealth Management field for an Individual.
We have created a systematic path for Creating Wealth by optimizing the risk.
We provide our clients with professional advice regarding investments, insurance, tax optimization, wealth management, child education planning, loan/credit optimization and retirement planning.
Our primary role is to assist clients with creating personal budgets, establishing objectives for saving, minimizing, controlling, and/or managing expenses and implementing the necessary steps for creating and accumulating wealth.
About Work Experience
I worked as an employee (Wealth Manager) with various wealth management companies for 7 years and then I decided to work as an Individual distributor.
I have provided Investment services to more than 100+ clients for the last 3 years.
Experience & Qualification
Qualification
PGDM
Experience as an Advisor
10 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Insurance Brokers
Share Trading & Demat
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
AR Money Wisdom
Rahatani,
Rahatani,
Pune,
Maharashtra, 411027
LICENSE
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Mutual Fund -
ARN No.
194254 - Validity -
01-01-2025
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