Vikas Gupta - Mutual Fund Distributors
Member since Aug 22, 2018
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About Me
A CERTIFIED FINANCIAL PLANNER (CFP) Practitioner from from FPSB (Financial Planning Standards Board) India/ FPSB Ltd., USA. I am providing Mutual Fund Distribution Services and Wealth Protection Tools (Mediclaim/General/Life Insurance), Cost Optimization/Saving Services to Private, Govt. Sector, Industries & Individuals. I am also a Certified Project Management Professional (PMP®) from Project Management Institute, USA; Certified MSP® (Managing Successful Programmes) Registered Practitioner in Program Management from APMG, UK and ITIL®@F Certified in Service Industry from UK Office of Government Commerce (OGC).
About Work Experience
I have been associated with large scale MNCs, Corporate and Govt. Sectors and have 18 Years of rich experience in various industries including Financial Markets. I am a CERTIFIED FINANCIAL PLANNER (CFP) Practitioner from from FPSB (Financial Planning Standards Board) India/ FPSB Ltd., USA.
Experience & Qualification
Qualification
CFP, MBA, PMP, MSP, ITIL
Experience as an Advisor
3 Years
Total work Experience
18 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Certified Financial Planner (CFP)
Financial Education Providers
Will Writing Services
Affiliations
-
Not Specified
Awards & Recognition
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CERTIFIED FINANCIAL PLANNER -CFP- Practitioner
Address
Vikas
D-102, Signature Residency,
Kolar Road,
Kolar Road,
Bhopal,
Madhya Pradesh, 462042
LICENSE
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Mutual Fund -
ARN No.
132203 - Validity -
09-11-2020
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