Moneyficient - Tax Consultancy Distributors
Member since Aug 3, 2022
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About Me
I am a qualified Chartered Wealth Manager and AMFI registered Mutual Fund Distributor with 20 years of experience in Wealth Management, Financial Planning, Retirement Planning, Share Market, Distribution of Financial Products. My USP is identifying market trends and curating right asset allocation according to market situations
About Work Experience
I have a total experience of 20 years in Financial Planning, Wealth Management, Retirement Planning, Mutual Fund Distributor, Stock Broking, Financial Products Distribution.
Experience & Qualification
Qualification
Chartered Wealth Manager
Experience as an Advisor
20 Years
Total work Experience
20 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Online Tax Return Filing
Pan Service Providers
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Moneyficient
Poddar Court, Gate No.1, 8thFloor, Room No.833A,
18 Rabindra Sarani,
Burrabazar,
Kolkata,
West Bengal, 700007
LICENSE
|
Mutual Fund -
ARN No.
64555 - Validity -
17-08-2023
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