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AJAY KUMAR GUPTA - Portfolio Management Schemes Advisor in Vikas Nagar, Lucknow

AJAY KUMAR GUPTA - Portfolio Management Schemes Distributors

Member since May 10, 2013

 9696166627
 ajaykumarglko@aasonline.in
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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 - 31-12-2050

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