Alpesh Kanani - Certified Financial Planner (CFP) Advisor in Mehul Nagar, Jamnagar

Alpesh Kanani - Certified Financial Planner (CFP) Distributors

Member since May 28, 2013

About Me
Mr.Alpesh Kanani has done BBA and MBA to improve our services and serve better. He is also Chartered Financial Goal Planner from American Academy of financial management in India.He has passed lots of certification course like BSE Derivative, NSE Derivative, AMFI, IRDA and lots of courses to reach at six sigma quality.
About Work Experience
Mr.Alpesh Kanani has done BBA and MBA to improve our services and serve better. He is also Chartered Financial Goal Planner from American Academy of financial management in India.He has passed lots of certification course like BSE Derivative, NSE Derivative, AMFI, IRDA and lots of courses to reach at six sigma quality.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
12 Years
Total work Experience
10 Years
Services and Advisory Offered
  • Mutual Fund

  • Insurance Brokers

  • Tax Consultancy

  • Certified Financial Planner (CFP)

  • Portfolio Management Schemes

  • NPS (National Pension Scheme)

  • Will Writing Services

  • Technical & Research Analysis

Affiliations
  • FPSB
Awards & Recognition
  • CFP

Address
Alpesh

105, Bansi Complex,,
Nr. Amusement Park,
Mehul Nagar,
Jamnagar,
Gujarat, 361006

LICENSE

  Mutual Fund - ARN No. 53118 - Validity - 27-07-2021

  Insurance Brokers - 20814 - Validity - 01-01-2021

  Certified Financial Planner (CFP) - FPSBI No. 86506 - Validity - 31-12-2050

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