Deepti S Patel - Certified Financial Planner (CFP) Distributors
Member since May 16, 2013
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About Me
Deepti S Patel is the Director of the Invest Edge Advisors Pvt. Ltd. and is a Certified Financial Planner CM. She has a work experience of over a decade in handling Investments and Financial planning and has an acute sense for understanding the financial challenges that a person faces in achieving their life goals and how to tackle them efficiently through early planning.
About Work Experience
She has been working as a financial consultant for the past 14 years, earlier with IDBI Bank and HDFC Bank as a Preferred Relationship Manager and since the year 2006 with Invest Edge Advisors Pvt. Ltd. , a Jamshedpur based full service Investment Firm.
Has experience in preparing Excel Based Financial Planning models taking care of the cash flows for major life milestones that an individual would like to plan for.
Experience & Qualification
Qualification
CFP, PGDM
Experience as an Advisor
14 Years
Total work Experience
12 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Post Office Schemes
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Share Trading & Demat
Portfolio Management Schemes
Pan Service Providers
IPOs, Bonds & NCDs
Will Writing Services
Technical & Research Analysis
Affiliations
- Financial Planning Standards Board of India
- CII Chapter, Jharkhand
Awards & Recognition
-
Not Specified
Address
Deepti S
33 Regal Building, 1st Floor,
Bistupur,
Bistupur,
Jamshedpur,
Jharkhand, 831001
LICENSE
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Mutual Fund -
ARN No.
70688 - Validity -
31-12-2019
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