Goinvesto  - Certified Financial Planner (CFP) Advisor in Gwalior City, Gwalior

Goinvesto - Certified Financial Planner (CFP) Distributors

Member since Mar 19, 2017

About Me
Hi everyone... We are into Mutual Fund Investment Advisory Services Registered by SEBI and AMFI. We are Advisor & Distributors of Mutual Funds, ULIPS and LIQUID FUNDS If you need any type of Investment Advisory do contact us and also suggest your friends, relatives and colleagues for the same. Thank you. You can write us at: rahul.mits08.rg@gmail.com
About Work Experience
Our Clients are Retail Investors, HNI's, Institutions and Private Limited Companies. We have complete solutions for Long Term Growth for Young Salaried Individuals, Tax Benefit Plans, Child Education Plans, Retirement Benefit Schemes and Growth Investments plans for Housewives.
Experience & Qualification
Qualification
MBA , B.Tech
Experience as an Advisor
40 Years
Total work Experience
5 Years
Services and Advisory Offered
  • Mutual Fund

  • Tax Consultancy

  • Certified Financial Planner (CFP)

  • Portfolio Management Schemes

Affiliations
  • Association of Mutual Funds India
  • National Institute of Securities Market
Awards & Recognition
  • Certified Financial Goal Planner

Address
Goinvesto

Goyal Villa, Above PNB, Opposite Shriram Colony,
Jhansi Road, Lashkar,
Gwalior City,
Gwalior,
Madhya Pradesh, 474003

LICENSE

  Mutual Fund - ARN No. 84674 - Validity - 01-04-2018

  Certified Financial Planner (CFP) - FPSBI No. UTIAAFM004589 - Validity - 31-12-2050

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