InvestmentMitra Advisors LLP - Certified Financial Planner (CFP) Distributors
Member since Jul 24, 2017
787 Viewed my profile
0 Peoples Favourite
0 Reviews
About Me
Founded by a Certified Financial Planner & an Alumnus of IIM Calcutta (also an Air Force Veteran), InvestmentMitra offers wealth management solutions and goal based financial planning & investment advisory services. We offer executional services across mutual funds, insurance, bonds, PMS etc.
About Work Experience
We have cumulative experience of over 30 years within the team. Our clients include NRIs, Trust, Corporate, HNIs & Retail. We facilitate investments across all financial products.
Experience & Qualification
Qualification
APSM from IIM Calcutta
Experience as an Advisor
12 Years
Total work Experience
20 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Tax Consultancy
Certified Financial Planner (CFP)
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Financial Education Providers
Gold Saving Plans
Will Writing Services
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
InvestmentMitra Advisors LLP
Shiv Nagar,
Opp Hindu College of Management,
Geeta Bhawan Chowk,
Sonipat,
Haryana, 131001
LICENSE
|
|
|
Mutual Fund -
ARN No.
73619 - Validity -
09-07-2020
Photo Gallery
DOWNLOAD 
PROFILE
PROFILE
0 Reviews
No reviews present
Do you want to see more Certified Financial Planner (CFP) Distributors?
More About Me
Top Performing Mutual Funds
Tools and Calculators
