HARESH BHATIA - Financial Education Providers Advisor in Khadakpada, Kalyan

HARESH BHATIA - Financial Education Providers Distributors

Member since Nov 1, 2016

About Me
I Haresh Bhatia, has 10 years of total working experience in Wealth Management, Equity Broking and financial Advisory role.
About Work Experience
HARESH BHATIA, From 2006-2009, Worked With ICICI BANK As financial Advisor in Wealth Management Dept ( Handling HNI Customer from Chembur, Powai and Thane Area ) From 2009-2013 Worked With ICICI Direct/ ICICI Securities Ltd As Senior Manager In Online Advisory Dept for Trading and Portfolio Advisory From 2014- Till Date Working as Independent Financial advisory and Business Associate/ Sub-Broker OF Motilal Oswal Securities Ltd
Experience & Qualification
Qualification
B.COM, CFA Level-III Cand..
Experience as an Advisor
10 Years
Total work Experience
10 Years
Services and Advisory Offered
  • Mutual Fund

  • General Insurance

  • Share Trading & Demat

  • Portfolio Management Schemes

  • IPOs, Bonds & NCDs

  • Housing Loans

  • Personal Loan

  • Financial Education Providers

  • FOREX Trading

  • Loan Against Property

  • Share Tips & Trading Tools

Affiliations
  • NISM,AMFI, IRDA CERTIFITED
Awards & Recognition
    Not Specified
Address
HARESH

SHOP NO:07/MULBERRY MEADOWS,SHARDA,
GODREJ HILL, NEAR SHANI MANDIR.KHADKPADA,
Khadakpada,
Kalyan,
Maharashtra, 421301

LICENSE

  Mutual Fund - ARN No. 53762 - Validity - 14-11-2017

  General Insurance - IRDA No. BAG100000739 - Validity - 29-10-2018

  Share Trading & Demat - AP029781441 - Validity - 31-12-2050

  FOREX Trading - AP0297814441 - Validity - 31-12-2050

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