Creative Wealth & Health Consultant - Mutual Fund Distributors
Member since Dec 2, 2014
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About Me
I am first Certified Financial Planner (CFP) at ALIGARH and want to enhance finance literacy in society.
About Work Experience
Have worked with different organisation at different responsibility from low level to regional and Branch Manager in sales and Financial Market products.
Experience & Qualification
Qualification
CFP
Experience as an Advisor
25 Years
Total work Experience
25 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
Personal Loan
Financial Education Providers
Will Writing Services
Share Tips & Trading Tools
Property Management Services
Affiliations
- FPSB & AMFI
Awards & Recognition
-
Not Specified
Address
Creative Wealth & Health Consultant
146, Avas Vikas Colony,,
Jail Road,
Aligarh City,
Aligarh,
Uttar Pradesh, 202001
LICENSE
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Mutual Fund -
ARN No.
97631 - Validity -
15-09-2024
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