OM FINANCIAL SERVICES - Portfolio Management Schemes Distributors
Member since Jun 11, 2018
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About Me
om financial services is a 3 year old a complete financial service provider from mutual fund, general insurance , life insurance , demat services, financial planning , & PMS.
About Work Experience
WORKING AS MUTUAL FUND DISTIBUTOR SINCE LAST 08 YEAR , HAVING EXPERTISE IN RETIREMENT PLANNING AS PFRDA REGISTERED RETAIEMENT ADVSIOR , IRDA REGISTERED INSURANCE ADVSIOR BOTH IN LIFE AND GENERAL INSURANCE & AUTHORISED PERSON OF KOTAK SECURTIES.
Experience & Qualification
Qualification
GRADUATE , MBA, GFMP, RA
Experience as an Advisor
26 Years
Total work Experience
8 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Share Trading & Demat
Portfolio Management Schemes
IPOs, Bonds & NCDs
Financial Education Providers
Will Writing Services
Technical & Research Analysis
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
OM FINANCIAL SERVICES
A 602 SAGA RESIDENCY,
BH NIRMA UNIVERSITY,
Tragad,
Ahmedabad,
Gujarat, 382470
LICENSE
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Mutual Fund -
ARN No.
131906 - Validity -
02-11-2020
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