iWealth  - Post Office Schemes Advisor in Mandore, Jodhpur

iWealth - Post Office Schemes Distributors

Member since May 1, 2022

About Me
I am AMFI Registered Mutual Fund Distributor having Experience of 4yr in this industry, Currently inam managing 200+ clients. My aim is only that I want to educate people's about Personal Finance and all about it
About Work Experience
I am AMFI Registered Mutual Fund Distributor having Experience of 4yr in this industry, Currently inam managing 200+ clients. My aim is only that I want to educate people's about Personal Finance and all about it
Experience & Qualification
Qualification
BCOM
Experience as an Advisor
8 Years
Total work Experience
4 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Insurance Brokers

  • PPF (Public Provident Fund)

  • Post Office Schemes

  • Tax Consultancy

  • Share Trading & Demat

  • Portfolio Management Schemes

  • Pan Service Providers

  • IPOs, Bonds & NCDs

  • Personal Loan

  • Education Loan

  • Will Writing Services

  • Loan Against Property

  • Consumer Finance

  • Share Tips & Trading Tools

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
iWealth

Nr Yash Aman Hospital Kishore Bagh,
Lalsagar Road,
Mandore,
Jodhpur,
Rajasthan, 342304

LICENSE

  Mutual Fund - ARN No. 168362 - Validity - 01-01-2024

  Life Insurance - IRDA No. POS 5 - Validity - 01-01-2040

  General Insurance - IRDA No. POS 5 - Validity - 01-01-2040

  Insurance Brokers - POS 5 - Validity - 01-01-2040

  PPF (Public Provident Fund) - 5 - Validity - 31-12-2050

  Share Trading & Demat - 56 - Validity - 31-12-2050

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