Rana Investments - Mutual Fund Distributors
Member since May 8, 2013
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About Me
An accomplished CFPCM from FINANCIAL PLANNING STANDARDS BOARD INDIA and very eminent Financial Advisor-Offered under the aegis of Rana Investments. The First person in Amritsar to win CNBC TV18 Financial Advisor Award. The first person in Amritsar to clear CFPCM final exam with A Grade. Conduct Special Trainings For: CFPCM, Debt-A 360 Degree Perspective and Time Management, Asset Allocation. Rana InvestmentsTM is the only investment company in Amritsar to hold an ISO 9001:2015 Certificate. And also the first to launch a service portal which provides information regarding your investments, it also enables its clients to purchase online mutual funds, view details of various investments, Financial calculator, latest nav?s , monthly newsletters & a provision to send greetings. Firm Belief in the proverb- ?Arise, Awake and stop not till the goal is reached?. And on this note, I welcome all my aspiring students to start focusing on their Goal to be a CFPCM. It will be our common goal then... So let us start, remember ?Everything is always created twice, first in the mind and then in reality?
About Work Experience
Certified Financial Planner
CNBC TV18 Financial Advisor award winner
Chief Life Insurance Advisor (LIC)
Trainer of Financial Planning Academy , Mumbai
Experience & Qualification
Qualification
B.Sc, CFP
Experience as an Advisor
9 Years
Total work Experience
11 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Certified Financial Planner (CFP)
Portfolio Management Schemes
Gold Saving Plans
Fixed Deposits
Affiliations
- ISO 9001:2015 Certified Co.
Awards & Recognition
-
CNBC TV18 Financial Advisor Award
Address
Rana
6 AGA HERITAGE CLUB,
GANDHI GROUND,
Lawrence Road,
Amritsar,
Punjab, 143001
LICENSE
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Mutual Fund -
ARN No.
25114 - Validity -
30-04-2030
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