AJAY KUMAR GUPTA - Share Trading & Demat Advisor
Member since May 10, 2013
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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 - 31-12-2020 |
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