Urmil Trivedi  - Mutual Fund Advisor in Usmanpura, Ahmedabad

Urmil Trivedi - Mutual Fund Distributors

Member since Dec 6, 2015

About Me
Urmil Trivedi, Chartered Wealth Manager and having 5 years of experience in financial market.My core objective is to provide financial solutions to my clients in terms of goal based financial planning and retirement planning through various financial instruments.
About Work Experience
Not Specified
Experience & Qualification
Qualification
Chartered Wealth Manager
Experience as an Advisor
5 Years
Total work Experience
5 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • General Insurance

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Urmil

Vasant Society, Usmanpura,
Ashram Road,
Usmanpura,
Ahmedabad,
Gujarat, 380013

LICENSE

  Mutual Fund - ARN No. 96853 - Validity - 18-12-2014

  Life Insurance - IRDA No. 10392803 - Validity - 16-01-2015

  General Insurance - IRDA No. 10392803 - Validity - 26-09-2015

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