FINANCIAL FRIEND - Certified Financial Planner (CFP) Distributors
Member since Feb 14, 2019
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About Me
We FINANCIAL FRIEND are Financial planning and investment advisory firm. Our main objective is to provide professional advice to clients in order to achieve their financial goals. We have certified financial planners in our team who design each portfolio based on client’s financial goals and review them repeatedly.
About Work Experience
Our Financial Planning team is headed by Mrs. Gunjan Kataria who is also Financial Planner. She holds MBA Degree and Certified Financial Plannercm Certification. She has been consulting and advising individual Clients from last 7 years. She has Specialised in Comprehensive Financial Planning advisory. She gives also consultation on Tax planning , Retirement Planning , Insurance Planning. She is supported by other members who are expert in their individual field include mutual fund expert , research Analysts.
Experience & Qualification
Qualification
MBA , CFP
Experience as an Advisor
7 Years
Total work Experience
7 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
NPS (National Pension Scheme)
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
FINANCIAL
B/B-1 , NAWLAKHA APARTMENTS , BHARAT MATA PATH,
NEAR CIVIL LINES RAILWAY CROSIING ,,
C Scheme,
Jaipur,
Rajasthan, 302001
LICENSE
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Mutual Fund -
ARN No.
157982 - Validity -
01-01-2022
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