Gopesh Mittal - Tax Consultancy Distributors
Member since Sep 4, 2024
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About Me
MBA STUDENT (2025-2027)|
CA ASPIRANT|
MFD(AMFI REGISTERED)|
B.COM (P) GRADUATE (D.U.) WITH 1ST DIVISION|
FINANCE ENTHUSIAST|
About Work Experience
Received my Mutual Fund Distributor certification in July,2023 and
Registered with AMFI in August,2023
Currently managing AUM of Rs. 12,00,000 and
Providing returns around 12% to 20% p.a. to my current clients.
(This return percentage may change in future due to market fluctuations)
Experience & Qualification
Qualification
B.Com
Experience as an Advisor
3 Years
Total work Experience
3 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Affiliations
- Association of Mutual Fund in India
- B.D. Mittal & Co.
- NJ Wealth pvt. Ltd.
- NUVAMA WEALTH ASSET MANAGEMENT LTD.
Awards & Recognition
-
NISM: V-A - Mutual fund Distributor Certification
-
COURSERA DATA ANALYTICS FOUNDATION BY GOOGLE
-
FINANCE AND ACCIUNTING DIPLOMA BY DSSD
-
TECHINCAL ANALAYSIS COURSE BY THE VALUATION SCHOOL
-
VALUE AND VALUATION MASTERCLASS BY ET
-
SECTOR DYNAMICS MASTERCLASS BY ET
Address
Gopesh
228-229, Plot No. 12, Vardhman BIG V Plaza,
Near M2K pitampura, Rani bagh,
Rani Bagh,
Delhi,
Delhi, 110034
LICENSE
|
Mutual Fund -
ARN No.
273897 - Validity -
03-08-2026
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