Dr. Alok Kumar - Certified Financial Planner (CFP) Advisor in Andheri West, Mumbai

Dr. Alok Kumar - Certified Financial Planner (CFP) Distributors

Member since May 9, 2018

About Me
I provide customer-centric financial solutions for long term wealth creation of investors. I believe that wealth can be created by discipline in investing in Mutual Funds over a long time horizon. Also, life insurance is a must for financial well being of our family members in case of any unfortunate mishap. I am a Doctorate (Ph.D) and MBA in Financial Management and a Certified Financial Planner.
About Work Experience
Seasoned professional, with a rich experience of over 25 years across diverse industries Corporate Trainer in subjects of Personal Finance, Financial Planning, Debt & Equity Markets Financial Planner and a Mutual Fund distributor, life insurance advisor.
Experience & Qualification
Qualification
Ph.D, MBA, M.Sc., CFP
Experience as an Advisor
12 Years
Total work Experience
27 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • Certified Financial Planner (CFP)

Affiliations
  • ICICI PRUDENTIAL LIFE INSURANCE
  • IRDAI
  • AMFI
  • FPSB INDIA
Awards & Recognition
    Not Specified
Address
Dr. Alok

Juhu Versova Road,
Near Juhu Circle,
Andheri West,
Mumbai,
Maharashtra, 400058

LICENSE

  Mutual Fund - ARN No. 132084 - Validity - 26-10-2020

  Life Insurance - IRDA No. 10142033 - Validity - 06-10-2020

  Certified Financial Planner (CFP) - FPSBI No. 15847 - Validity - 31-12-2050

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