Ashish kumar Modi - Mutual Fund Distributors
Member since Jun 23, 2013
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About Me
Wealth Builders Investment Services is an independent, client-centric investment solution firm promoted by Mr. Ashish Kumar Modi, (C.F.A & M.S (Marketing)) an AMFI certified mutual fund distributor, financial planner, IRDA licenced Life and Health Insurance advisor based in Cuttack and servicing clients all over India and abroad since May 2007.
Wealth Builders is committed to its clients and has made considerable investments in its research, technology and systems and processes to bring you updated information, convenience and prompt customer service.
We are proud to have you here and believe that Wealth Builders Investment Services shall be able to assist you in fulfilling your financial goals through efficient support and prompt services.
About Work Experience
We are into Investment planning and consultancy business since May 2007. We provide goal based portfolio advisory services and solutions and specializes into Mutual funds solutions.
Experience & Qualification
Qualification
CFA, M.S MARKETING
Experience as an Advisor
17 Years
Total work Experience
14 Years
Services and Advisory Offered
Mutual Fund
General Insurance
Certified Financial Planner (CFP)
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Technical & Research Analysis
Affiliations
- BNI
Awards & Recognition
-
Not Specified
Address
Ashish kumar
C/o Wealth Builders Investment Services,
Infront of Indian Bank,
Choudhury Bazar,
Cuttack,
Orissa, 753001
LICENSE
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Mutual Fund -
ARN No.
51787 - Validity -
03-07-2024
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