Ashish Modani - Certified Financial Planner (CFP) Advisor in Ashok Nagar, Jaipur

Ashish Modani - Certified Financial Planner (CFP) Distributors

Member since May 6, 2013

About Me
By profession I am Chartered Accountant (2002) and into Financial Advisory since 2004. From 2002 to 2004, I was working with a National Distributor as a Financial Salesman. What inspired me to be in the field of Personal Financial Advisory was the fact that I could only see people selling financial products and not financial advise. Financial Service Industry is full of chemist who advise what they want to sell but what a client require is a Financial Doctor who can work for them and give unbiased advise.Being a CA as well, I want to raise the standards of this Industry and bring more professionalism and let people know that they need Advise and not products. Since 2004 till I became CFP, I have over 1000 client handled by me and my team under the Banner of SLA Investment Centre. Within 5 years, we have achieved a position which anyone would be proud of and more importantly, we have gained the trust of our clients as an advisor. I dream to be a Advisor?s Advisor in life and want to play as a role model for many aspirants who want to serve financial advisory in true sense. I dream to be one of the best in Financial Advisory Business and help people achieve their financial goals
About Work Experience
Not Specified
Experience & Qualification
Qualification
CA, CFP
Experience as an Advisor
10 Years
Total work Experience
10 Years
Services and Advisory Offered
  • Mutual Fund

  • Certified Financial Planner (CFP)

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Ashish

G-18, Ground Floor, Sangam Tower,
Church Road,
Ashok Nagar,
Jaipur,
Rajasthan, 302001

LICENSE

  Mutual Fund - ARN No. 23800 - Validity - 31-10-2014

  Certified Financial Planner (CFP) - FPSBI No. 00020735 - Validity - 31-12-2050

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