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AJAY KUMAR GUPTA  - Life Insurance Advisor in VIKAS NAGAR, Lucknow

AJAY KUMAR GUPTA - Life Insurance Advisor

Member since May 10, 2013

About Me
Not Specified
About Work Experience
started journey as insurance agent than worked as sub broker to RR Finance, get registered in 2007 & started working as individual Advisor, after qualifying CPFA started working in plan making & added tax consultation with filling support after becoming TRP in 2013.
Experience & Qualification
Qualification
C.I.S., A.M.F.I., T.R.P. ..
Experience as an Advisor
11 Years
Total work Experience
11 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Tax Consultancy

  • Online Tax Return Filing

  • Tax Return Preparers (TRPs)

  • Share Trading & Demat

  • Portfolio Management Schemes

  • Pan Service Providers

  • IPOs, Bonds & NCDs

  • Housing Loans

  • Gold Saving Plans

  • Will Writing Services

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
AJAY KUMAR

5/60 Vikash Nagar,
VIKAS NAGAR,
Vikas Nagar,
Lucknow,
Uttar Pradesh, 226022

LICENSE

Mutual Fund - ARN No. 40061 - Validity - 28-02-2019

Life Insurance - IRDA No. 600077 - Validity - 28-06-2017

General Insurance - IRDA No. 600077 - Validity - 28-06-2017

Tax Return Preparers (TRPs) - 93138 - Validity - 31-12-2017

Share Trading & Demat - 000 - Validity - 31-12-2020

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