Maven Professional Services - Mutual Fund Advisor in Jalgaon H O, Jalgaon

Maven Professional Services - Mutual Fund Distributors

Member since Oct 10, 2021

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nivesh@goalplanner.co.in

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About Me

MAVEN means "A person with good knowledge or understanding of a subject." Maven Professional Services Pvt. Ltd. is a Financial Advisory services of Mutual Funds registered with AMFI, " GOAL PLANNER" is an important concept to visualize and plan for the dreams which all aspire or wish to achieve. Goal Planner offers a wide array of products and services, including integrated Financial planning, Wealth management,Insurance & Mutual Fund , Portfolio Management Services, Will Writing.Our aim is to provide independent, high quality and customized Services to Individuals. Maximizing Wealth is the first and foremost motive of us.

About Work Experience

From a business family having 3 generations in family business but took job as a challenge & learning . Over a decade in various organization which includes Kotak Mutual Fund & Aditya Birla Sunlife Mutual Fund ( One of Top 3 Mutual Fund House in Industry having AUM of 2,50,000+ Crores )Worked in different locations & Geographies Nagpur,Jalgaon, Dhule,Chandrapur, Nandurbar,Bhandara, Gondiya .Experience over 13+ years in financial industry. Delivered 20+ training on below topics “New trends in investment”, “Goal Planning’. ‘Will Writing – Testimonial of Growth’

Experience & Qualification

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