Harshit Patel - Certified Financial Planner (CFP) Distributors
Member since Sep 6, 2021
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About Me
Harshit Patel is a CERTIFIED FINANCIAL PLANNER CM & AMFI Registered Mutual Fund Distributor works as a catalyst and an influencer in getting the clients to make the right decision at the right time for their wellness and growth in their financial lives.
We provide an array of services, offering customized solutions to our clients, helping them achieve their financial objectives. We consider product suitability, time horizon, asset allocation and accordingly invest in mutual funds and advise adequate life protection through insurance.
About Work Experience
15 Years of experience across finance industry.
Experience & Qualification
Qualification
Certified Financial Plann..
Experience as an Advisor
15 Years
Total work Experience
2 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Harshit
17/5 Jaylaxmi,,
M.G.Road,,
Ghatkopar West,
Mumbai,
Maharashtra, 400077
LICENSE
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Mutual Fund -
ARN No.
178703 - Validity -
11-05-2024
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