About Me
Financial Advisor with 17 years of experience in Mutual Fund, Portfolio Management Services and insurance Industry.
Strong domain knowledge and expertise in fund management (equity/fixed income), business analysis, investment advisory and Financial products.
Service areas:
1) Mutual funds / SIP
2) Life insurance
3) General insurance
4) Mediclaim
5) Fixed Deposits (FD) & Bonds
6) Real Estate broking
We design 360 degree of following:
1) Financial Planning
2) Family's Future Financial Security
3) Children Plan
4) Health Insurance / Term Plan
5) Retirement Solution
6) Asset Allocation and management
7) Need Based Tailor-made Planning
8) Periodic Review of your Investments.
To fix an appointment:
Nikhil Chhichhia
+91-94262 59292
spanpower@yahoo.com
About Work Experience
Financial Advisor with 17 years of experience in Mutual Fund, Portfolio Management Services and insurance Industry.
Strong domain knowledge and expertise in fund management (equity/fixed income), business analysis, investment advisory and Financial products.
Service areas:
1) Mutual funds / SIP
2) Life insurance
3) General insurance
4) Mediclaim
5) Fixed Deposits (FD) & Bonds
6) Real Estate broking
We design 360 degree of following:
1) Financial Planning
2) Family's Future Financial Security
3) Children Plan
4) Health Insurance / Term Plan
5) Retirement Solution
6) Asset Allocation and management
7) Need Based Tailor-made Planning
8) Periodic Review of your Investments.
Experience & Qualification
Qualification
B.Sc
Experience as an Advisor
17 Years
Total work Experience
13 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Real Estate Brokers
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Will Writing Services
Consumer Finance
Property Management Services
Fixed Deposits