Prabhav Kamat - Certified Financial Planner (CFP) Advisor in Margao, Margao

Prabhav Kamat - Certified Financial Planner (CFP) Distributors

Member since Sep 15, 2023

About Me
We are one of the fastest-growing Mutual Fund Distributors in the business of Investment and Insurance. Our job is to help our investors to achieve their financial Dreams through prudent planning and implementation. Financial planning is not just about putting your money where it will get the best return - it’s about making sure your money can help you have the life that you’d like, whether that’s to provide security for you and your family, allowing you to take the holiday of a lifetime, or giving you the retirement you’ve dreamt of and worked for. The key to financial planning is the ability to update your portfolio to suit your changing needs. Our team at VittMantri is committed to regularly evaluating your investments to make sure that our financial strategy meets your financial plans. We can help you manage your investments and savings to meet your needs. We help you define your priorities for your money, and will use our skill, experience, and training to help you meet those goals. Our Mission To provide a broad range of financial services that can address the current and future needs and goals of our clients.
About Work Experience
I have been working as a Certified Financial Planner CM and a Mutual Fund Distributor for past 4 years.
Experience & Qualification
Qualification
B.E., CFP CM
Experience as an Advisor
16 Years
Total work Experience
4 Years
Services and Advisory Offered
  • Mutual Fund

  • Tax Consultancy

  • Certified Financial Planner (CFP)

  • Pan Service Providers

  • NPS (National Pension Scheme)

  • Property Management Services

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Prabhav

L-5 & L-6, Laxmi Plaza, Opp. Bank of Baroda,
Varde Valulikar Road,
Margao,
Margao,
Goa, 403601

LICENSE

  Mutual Fund - ARN No. 165293 - Validity - 01-08-2025

  Certified Financial Planner (CFP) - FPSBI No. IN149706 - Validity - 31-12-2050

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