Vikrant Thakur - Certified Financial Planner (CFP) Distributors
Member since Mar 6, 2022
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About Me
Hi, I have performed high NISM Certified Mutual Fund financial advisor planner along with experience of more than 10 years. Highly skilled in client education, financial planning, and analysis. I am here to help you if you are looking for financing or investing the money in MUTUAL FUNDS or in the stock market. Seeking a position at Resnick & Sheckley Financial Services Planner.
About Work Experience
At Tricity(Chandigarh, Panchkula & Mohali), I raised client satisfaction scores from 85% to 99% through personally giving more attending and more time to spend with clients. The maintained client returns 4% higher than the team average.
Experience & Qualification
Qualification
BCA
Experience as an Advisor
8 Years
Total work Experience
8 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Financial Education Providers
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Vikrant
Near Police station,
Sector 44 (chandigarh),
Chandigarh,
Chandigarh, 160047
LICENSE
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Mutual Fund -
ARN No.
192644 - Validity -
15-08-2023
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