Annapurna Shastri - Certified Financial Planner (CFP) Distributors
Member since Jun 10, 2013
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About Me
I have worked as a wealth manager with a leading private sector bank for 8 years; after which I quit my job and started my own financial planning set-up called Sriraksha Financial Planners.
About Work Experience
3 years in retail banking, 5 years as a wealth manager and 5 years as an independent financial planner
Experience & Qualification
Qualification
MBA ( Finance), CFP
Experience as an Advisor
13 Years
Total work Experience
13 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Certified Financial Planner (CFP)
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Fixed Deposits
Affiliations
- FPSB (India), IRDA, AMFI
Awards & Recognition
-
Not Specified
Address
Annapurna
A 502, Blue Meadows, Behind Majas,
Depot, Off. J.V.L.R, Andheri(E),
Andheri East,
Mumbai,
Maharashtra, 400093
LICENSE
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Mutual Fund -
ARN No.
47245 - Validity -
31-03-2014
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