PAVAN GUPTA - Online Tax Return Filing Distributors
Member since Sep 6, 2024
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About Me
With over 8 years of hands-on experience in financial planning and investment management, I offer comprehensive expertise in shares, SIPs, IPOs, and goal-based financial planning. As an MBA in Finance and a certified NISM professional, I am dedicated to helping clients achieve their financial objectives through strategic planning and tailored investment solutions.
Services Offered:
Customized Investment Plans
SIP Portfolio Management
IPO Investment Advisory
Comprehensive Financial Goal Planning
Risk Assessment and Management
About Work Experience
Why Choose Me?
Proven Expertise: Extensive experience in financial planning and investment management.
Client-Centric Approach: Focused on understanding individual client needs and providing tailored solutions.
Strategic Insights: Leveraging market knowledge and analytical skills to offer strategic investment advice.
Experience & Qualification
Qualification
MBA, NISM,CA INTER
Experience as an Advisor
15 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Post Office Schemes
Tax Consultancy
Certified Financial Planner (CFP)
Real Estate Brokers
Portfolio Management Schemes
Housing Loans
Personal Loan
Education Loan
Financial Education Providers
Gold Saving Plans
Gold Loan
Consumer Finance
Share Tips & Trading Tools
Property Management Services
Fixed Deposits
Credit Assistance Companies
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
PAVAN
HOUSE NO 13,
GANDHI MANDI SIRSAGANJ,
Sirsaganj,
Firozabad,
Uttar Pradesh, 205151
LICENSE
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Mutual Fund -
ARN No.
263013 - Validity -
20-12-2025
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