HINA SHAH - Certified Financial Planner (CFP) Distributors
Member since May 7, 2013
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About Me
Expertise in Helping family/individuals to acheive financial goals like Family's financial security, Childrens education, Retirement through various investment instruments and preparing comprehensive financial Planning for individual and families since last 19 years.
About Work Experience
I started my financial adviser career initially with Max Life Insurance then gradually with understanding of financial product equipped my self with AMFI Certification for Mutual fund and then other investment assets knowledge finally CFP . I provide service to 200 clients.
Experience & Qualification
Qualification
M.Sc, CFP
Experience as an Advisor
19 Years
Total work Experience
16 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Certified Financial Planner (CFP)
Portfolio Management Schemes
IPOs, Bonds & NCDs
Will Writing Services
Technical & Research Analysis
Share Tips & Trading Tools
Fixed Deposits
Affiliations
- AMFI
Awards & Recognition
-
Not Specified
Address
HINA
B 404, Krishna Kunj, Malaviya Road,
Vileeparle East,
Vile Parle East,
Mumbai,
Maharashtra, 400057
LICENSE
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Mutual Fund -
ARN No.
40568 - Validity -
31-05-2014
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