Santushti Securities Pvt. Ltd. - Certified Financial Planner (CFP) Distributors
Member since Jun 27, 2013
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About Me
Mr. Raman K Agarwal is a CFP and a Post Graduate in commerce from Kanpur University and has exposure of two years with a chartered accountancy firm before joining a Nationalised Bank where I served for more than 18 years. Following the change in investment scenario in the country and propelled by great opportunity the changing market offered, I opted for the voluntary retirement (VRS) from the bank at the age of 39 and embarked actively in the field of Investment and Planning with the vast experience of 20 years of banking, customer relationship as well as accounting, taxation and investment planning. Presently, I am Director in Santushti Securities Private Limited and helping people to acheive thier financial goals and manage their portfolios
About Work Experience
Worked in a Nationalized Bank for 19 years and Has been advising on fiance for the last 30 years
Experience & Qualification
Qualification
AMFI
Experience as an Advisor
13 Years
Total work Experience
30 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
IPOs, Bonds & NCDs
Fixed Deposits
Affiliations
- Certified Financial Planner Master in Commerce
Awards & Recognition
-
Not Specified
Address
Santushti Securities Pvt. Ltd.
Lgf 35-36, Magnum Plaza,
Eldeco Greens, Gomti Nagar,
Gomtinagar,
Lucknow,
Uttar Pradesh, 226010
LICENSE
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Mutual Fund -
ARN No.
60947 - Validity -
31-05-2016
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