Vikas Gupta - Certified Financial Planner (CFP) Advisor
Member since May 8, 2013
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About Me
Dynamic result oriented team leader with highly developed leadership and proven ability to provide innovative solutions. Strong skills in risk management and insurance plan, investment planning, retirement planning and tax planning using current and advanced methods and technologies in developing solutions that are consistent with goals and objectives.
About Work Experience
Not Specified
Experience & Qualification
Qualification
CFP
Experience as an Advisor
9 Years
Total work Experience
9 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Vikas
B 19, 795 Patel Nagar,
Civil Lines, Durgapuri,
Durgapuri,
Ludhiana,
Punjab, 141001
LICENSE
 Mutual Fund - ARN No. 62508 - Validity - 29-02-2016 |
Life Insurance - IRDA No. 1588003 - Validity - 29-02-2016 |
General Insurance - IRDA No. 1588003 - Validity - 29-02-2016 |
Certified Financial Planner (CFP) - FPSBI No. 00019486 - Validity - 31-12-2020 |
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