RAM RATHOD - Mutual Fund Advisor in Annapurna Road, Indore

RAM RATHOD - Mutual Fund Distributors

Member since Aug 19, 2022

9993883067

ramonline124@gmail.com

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About Me

Ram Rathod is a CERTIFIED FINANCIAL PLANNER & AMFI Registered Mutual Fund Distributor advising clients on Comprehensive Financial Planning, Retirement Planning, Tax Planning, Home Loan & Real Estate Planning issues. What Can We Offer? What's the best investment you can make? Stocks, Mutual Funds, Property, Gold, Fixed Deposits or Insurance? At Save N Protect Financial Planners, we think the best investment you can make is your Financial Plan itself. Understanding your goals: Typically, we begin by discussing your / your family’s personal goals such as retirement, taxes, higher studies funding, asset purchases, debt management and insurance. This information will be captured and used as a reference in creating your personalized Financial Plan.

About Work Experience

•We have experience of over 11 years in Mutual fund Industry, working as an Advisor since 09 years and suggesting various asset classes like Mutual fund, Stocks, Insurance, FDs, Bonds etc as per the requirement for achieving our client's goal.

Experience & Qualification

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