Myma Financial services - General Insurance Agents
Member since Jan 29, 2019
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About Me
I am a Ex- Merchant Navy Chief Officer who decided to pursue his passion for personal finance and make a career out of it. Advising and consulting since 2016 and investing since 2007. Am passionate about helping my clients achieve their dreams and it bears out by the number of clients I have and the AUM I have. I advise on all aspects of Personal Finance be it Investments, Loans, Insurance , etc
About Work Experience
I spent 10 years in Shipping and have been a Financial Advisor since 2016. I am due to complete my Certified Financial Planner exams by April 2019, which will make me the only Certified Financial Planner in Kolhapur and part of a rare breed of just 2500 CFP Professionals pan India.
Experience & Qualification
Qualification
BSc
Experience as an Advisor
13 Years
Total work Experience
3 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Portfolio Management Schemes
NPS (National Pension Scheme)
Housing Loans
Will Writing Services
Loan Against Property
Fixed Deposits
Credit Assistance Companies
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Myma Financial services
Shop No.1 , Panchavati Apartments,
3rd Lane, Rajarampuri,
Rajarampuri,
Kolhapur,
Maharashtra, 416008
LICENSE
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Mutual Fund -
ARN No.
116636 - Validity -
08-11-2021
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