Nitin Rathi - Certified Financial Planner (CFP) Distributors
Member since May 29, 2013
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About Me
We as Shree Financial Consultancy, incorporated in the year 2007. Having Experience of more than 10 Years in different areas of Finance, Investments & Accounts. Presently having 300+ satisfied clients with AUM more than 50 crores Helping clients to achieve their Financial goals with effective and smart investment planning.
Our core purpose is to provide an idea to help you acheive your long-term and short-term goals at right time by investing systematically and one time in the right avenues through Systematic Investment Plan(SIP) and Lumpsum.
We also help you to meet the goals, obligations & dreams like buying a house, higher education, marriage, retirement, luxury etc. and enjoy life. We believe that with proper planning, right approach and disciplined behaviour anything is possible to achieve in life.
About Work Experience
We as Shree Financial Consultancy, incorporated in the year 2007. Having Experience of more than 10 Years in different areas of Finance, Investments & Accounts. Presently having 300+ satisfied clients with AUM more than 50 crores Helping clients to achieve their Financial goals with effective and smart investment planning.
Experience & Qualification
Qualification
B.Com
Experience as an Advisor
7 Years
Total work Experience
7 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Certified Financial Planner (CFP)
Share Trading & Demat
Portfolio Management Schemes
Consumer Finance
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Nitin
1st Floor, above Indian bank,
Opp. Laxmi Mata Mandir, Sindhi Bazar,
Ambika Market Jalna,
Jalna,
Maharashtra, 431203
LICENSE
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Mutual Fund -
ARN No.
61368 - Validity -
30-11-2021
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