Shweta Jain - Certified Financial Planner (CFP) Distributors
Member since Dec 13, 2018
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About Me
I am a Certified Financial Planner(CFPCM) and an MBA graduate in Finance.
I am also a AMFI certified MF Distributor and have NCFM certificates.
About Work Experience
Worked as a Associate Financial Planner for 3 years in a financial planning firm in Pune, and has 2 years work experience as a back office & accounts head in a business firm.
Experience & Qualification
Qualification
CFPCM, MBA
Experience as an Advisor
3 Years
Total work Experience
5 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Certified Financial Planner (CFP)
Portfolio Management Schemes
IPOs, Bonds & NCDs
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Shweta
477 Usha Nagar Ext.,
Near Shivaji Bank,
Sudama Nagar,
Indore,
Madhya Pradesh, 452009
LICENSE
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Mutual Fund -
ARN No.
152331 - Validity -
24-08-2021
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