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Vikas Gupta  - Mutual Fund Advisor in Durgapuri, Ludhiana

Vikas Gupta - Mutual Fund Advisor

Member since May 8, 2013

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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