KIRAN PATEL - Mutual Fund Distributors
Member since Aug 28, 2017
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About Me
Providing advisory and distribution service in Investment in Mutual Funds and Life & General Insurance. For wealth creation through SIP way please contact or WhatsApp your name and number on 9227542850.
About Work Experience
Started career as an accountant in Private Firm, moving in to Co-operative bank as an account officer.After retiring from the bank. As working in service industry throughout the career started Insurance Agency along with Travel Agency Business. To enhance scope of service in the field of Investment and finance initiated Mutual Fund Advisory Service.
Experience & Qualification
Qualification
CA INTER, CA IIB
Experience as an Advisor
22 Years
Total work Experience
6 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Personal Loan
Loan Against Property
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
KIRAN
FLAT NO 28, GOLDEN PALACE,
OPP PGVCL,
Bhuj,
Bhuj,
Gujarat, 370001
LICENSE
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Mutual Fund -
ARN No.
ARN-123979 - Validity -
05-06-2020
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