Xete Verenkar Ravi Ramesh - Certified Financial Planner (CFP) Advisor in Cansaulim, Margao

Xete Verenkar Ravi Ramesh - Certified Financial Planner (CFP) Distributors

Member since May 9, 2013

About Me
I am a Doctor by profession into private medical practice since 2001 and basically into primary healthcare. I always had an inclination towards savings and investments and was doing things my own way. In Jan 2008 I had an opportunity to work as a life insurance advisor with a private life insurance company. That is when I decided to pursue CFP. I started from scratch and I completed my final module in April 2009 and was awarded CFP certification in Feb 2011 after 3 years of relevant experience. I am managing both the professions simultaneously and try my best to give justice to both.
About Work Experience
Not Specified
Experience & Qualification
Qualification
BHMS, CFP
Experience as an Advisor
5 Years
Total work Experience
5 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • Tax Consultancy

  • Online Tax Return Filing

  • Certified Financial Planner (CFP)

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Xete Verenkar Ravi

H No. 133/A, Bazarwaddo,
Near P.H.C., Cansaulim,
Cansaulim,
Margao,
Goa, 403712

LICENSE

  Mutual Fund - ARN No. 83403 - Validity - 30-09-2014

  Life Insurance - IRDA No. 8834119 - Validity - 30-09-2014

  Certified Financial Planner (CFP) - FPSBI No. 00022667 - Validity - 31-12-2050

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