Punit Shukla - NPS (National Pension Scheme) Distributors
Member since Oct 26, 2019
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About Me
I am a certified, dynamic, forward thinking service provider with strong values and commitment. Real independence and industry expertise aligned to a unique model whereby I focus on "people" not **products**. This is a financial planning relationship tailored to your specific needs, because after all, it’s your money, your assets & your future. Why would you want anything less?
About Work Experience
Auditing current investments and advising corrective actions to make financial plans meet the short, medium and long term requirements.
Experience & Qualification
Qualification
MBA, CPFA, IA, IA&PM, WM,..
Experience as an Advisor
10 Years
Total work Experience
10 Years
Services and Advisory Offered
Tax Consultancy
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
Affiliations
- Karvy Mutual Fund
Awards & Recognition
-
Not Specified
Address
Punit
C-9 Nikhil Bunglows Phase 3,
Hoshangabad Road,
Bag Mungalia,
Bhopal,
Madhya Pradesh, 462043
LICENSE
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