Kavya Finvest - Fixed Deposits Distributors
Member since Aug 31, 2019
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About Me
I am passionate about helping people get their financial affairs in order so that they can enjoy their life in peace and not worry about finance. I believe that having a blueprint of one's finance gives us an edge in our life.
About Work Experience
I have worked in my existing family business of textiles manufacturing handling various aspects like Manufacturing, Product Development, Finance, Marketing. I worked for 6 years before starting with this advisory business which is a part of our existing family business. Being a CA understanding finance becomes easy and being from a business background we value building long lasting relationships with customers and clients and putting their interest before ours.
Experience & Qualification
Qualification
CA & PGFMB
Experience as an Advisor
15 Years
Total work Experience
7 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Tax Consultancy
Share Trading & Demat
IPOs, Bonds & NCDs
Technical & Research Analysis
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Rank Holder in CA Final
Address
Kavya Finvest
WeWork Zenia, 7th Floor,
Hiranandani Estate,,
Ghodbunder Road,
Thane,
Maharashtra, 400607
LICENSE
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Mutual Fund -
ARN No.
117495 - Validity -
16-12-2025
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