FIDUCIA WEALTH MANAGEMENT PRIVATE LIMITED - Tax Return Preparers (TRPs) Distributors
Member since Oct 7, 2018
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About Me
We at Fiducia Wealth believe that Financial Freedom is the 21st century definition of true freedom. With this in mind we created Fiducia Wealth and the practice is focussed on this single objective. We believe that a client should focus on life and cherish life leaving his financial worries to us.
Having financial knowledge increases your potential to enhance your financial freedom. We at Fiducia Wealth constantly endeavour to educate our clients about the most important things in life, like #FinancialPlanning #RetirementPlanning #ChildrenEducationPlanning and help them achieve these goals through investment products like #MutualFunds and tools like #SIP and #SWP.
About Work Experience
Currently servicing about 2000 clients investing in Mutual Funds in Delhi NCR. Prior experience of working with Principal Mutual Fund and DSP Merrill Lynch, which later became DSP BlackRock and finally DSP Mutual Fund
Experience & Qualification
Qualification
Masters in Finance & Cont..
Experience as an Advisor
18 Years
Total work Experience
8 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Post Office Schemes
Tax Consultancy
Tax Return Preparers (TRPs)
Share Trading & Demat
Real Estate Brokers
Portfolio Management Schemes
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Financial Education Providers
FOREX Trading
Will Writing Services
Loan Against Property
Consumer Finance
Technical & Research Analysis
Property Management Services
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
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Not Specified
Address
FIDUCIA WEALTH MANAGEMENT PRIVATE LIMITED
D-12 / 11B,
PRESIDENCY VILLA, ARDEE CITY,
Sector 56,
Gurgaon,
Haryana, 122011
LICENSE
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Mutual Fund -
ARN No.
81298 - Validity -
25-09-2019
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