OM WEALTH MANAGEMENT - Mutual Fund Distributors
Member since Oct 1, 2017
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About Me
We as a Om Wealth Management providing tool to preserve wealth as well as to create wealth by knowing client requirements for future needs.
About Work Experience
We are working as a team of profession who are keen in wealth creation, for that we are doing financial planning seminar called " ABCD OF MUTUAL FUND ". After that we do one to one meeting with client to under stand his financial need and we make complete financial planning road map for them.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
13 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
General Insurance
Insurance Brokers
Real Estate Brokers
Portfolio Management Schemes
NPS (National Pension Scheme)
Financial Education Providers
Gold Saving Plans
Will Writing Services
Property Management Services
Affiliations
- Best Ewa award by Nj 2017
Awards & Recognition
-
Best Wealth Creation 2013-14
Address
OM WEALTH MANAGEMENT
B-2, ANJALI APT., NR. GURUDWARA MARG,,
BALWATIKA ROAD , MANINGAR,
Maninagar,
Ahmedabad,
Gujarat, 380008
LICENSE
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Mutual Fund -
ARN No.
101854 - Validity -
01-01-2030
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