Umesh Aggarwal - Certified Financial Planner (CFP) Advisor in Amritsar Bus Stand, Amritsar

Umesh Aggarwal - Certified Financial Planner (CFP) Distributors

Member since May 8, 2013

About Me
I have been in the financial services industry for about 10 years now.I started as an agent for General Insurance,later took on life insurance also, and added mutual funds after a year in 2006, to my business. I have also been teaching insurance as an insurance trainer with a IRDA accredited Agents training institute. I wish to upgrade myself from presently licentiate to associate and then fellow of I.I.I. Now that , I have cleared CFP, I wish to go more deep into FINANCIAL AWARENESS of the common man, with many a plan in my mind.
About Work Experience
Not Specified
Experience & Qualification
Qualification
CFP
Experience as an Advisor
10 Years
Total work Experience
10 Years
Services and Advisory Offered
  • Life Insurance

  • General Insurance

  • Certified Financial Planner (CFP)

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Umesh

90 1st Floor, Deep Complex, Court,
Road, Opp Doaba Automobiles,
Amritsar Bus Stand,
Amritsar,
Punjab, 143001

LICENSE

  Life Insurance - IRDA No. 1935860 - Validity - 31-03-2014

  General Insurance - IRDA No. 1935860 - Validity - 31-03-2014

  Certified Financial Planner (CFP) - FPSBI No. 00023625 - Validity - 31-12-2050

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