LAKSHYA FINANCIAL PLANNERS  - Insurance Brokers Advisor in Ankleshwar, Ankleshwar

LAKSHYA FINANCIAL PLANNERS - Insurance Brokers Distributors

Member since Mar 14, 2016

About Me
SANJAY SHAH INVESTMENT ADVISOR B.E (E & TC) FPSB India Registered “CFP-Certified Financial Planner” SEBI Certified Investment Advisor Level 1& Level 2 AMFI Certified Mutual Fund Advisor IRDA Certified Insurance Advisor (Life & General) You are the architect of your own destiny… Here at LAKSHYA FINANCIAL PLANNERS we build a solid foundation for you to reach your desired destiny of financial stability through proper foundation and execution of financial goals as well as planning. As ever, we would like to be a part of your success…WE ARE CERTIFIED FINANCIAL PLANNER BY QUALIFICATION AND ADVISE CLIENTS IN VARIOUS FINANCIAL PRODUCTS… WE OFFER ONE STOP DESTINATION… Don’t choose different agents, choose a complete Financial Consultant. In today’s complex scenario, people don’t have time to visit or maintain different agents for various investment products. We offer you a very wide range of basket of products which suits to your every need. LAKSHYA FINANCIAL PLANNERS a single point shopping mall for all your financial investments and needs. Be it Mutual Funds, Life Insurance, General Insurance, Equity Trading, Fixed Deposit, ALL TYPES OF LOANS POST OFFICE SMALL SAVINGS or Gold investment, or something else, We will identify the best products across the industry for you. We at “LAKSHYA FINANCIAL PLANNERS” are the doctors in investment fields, and fact remains doctor never suggest, but they gives the prescription which best suits to you. We are not here to suggest you but to serve you, to reach your life goals…!!!
About Work Experience
SANJAY SHAH INVESTMENT ADVISOR B.E (E & TC) FPSB India Registered “CFP-Certified Financial Planner” SEBI Certified Investment Advisor Level 1& Level 2 AMFI Certified Mutual Fund Advisor IRDA Certified Insurance Advisor (Life & General)
Experience & Qualification
Qualification
BE
Experience as an Advisor
5 Years
Total work Experience
3 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Insurance Brokers

  • Post Office Schemes

  • Tax Consultancy

  • Certified Financial Planner (CFP)

  • Share Trading & Demat

  • Commodties Trading

  • Real Estate Brokers

  • Portfolio Management Schemes

  • Housing Loans

  • Personal Loan

  • Will Writing Services

  • Gold Loan

  • Loan Against Property

  • Consumer Finance

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
LAKSHYA FINANCIAL PLANNERS

F-23 FIRST FLOOR,SILVER PLAZA,
NR. SARDAR PATEL CMPLX. ,PRATEEN CHOWKDI ,GIDC,
Ankleshwar,
Ankleshwar,
Gujarat, 393001

LICENSE

  Mutual Fund - ARN No. 100997 - Validity - 09-03-2018

  Life Insurance - IRDA No. MAX1009140088 - Validity - 01-01-2020

  General Insurance - IRDA No. BAG10040182 - Validity - 01-01-2020

  Insurance Brokers - CIA - Validity - 01-01-2020

  Certified Financial Planner (CFP) - FPSBI No. NCFM00001196513 - Validity - 31-12-2050

  Share Trading & Demat - 41821 - Validity - 31-12-2050

  Commodties Trading - 41821 - Validity - 01-01-2020

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