Mahalaxmi Finserv - Certified Financial Planner (CFP) Distributors
Member since Sep 26, 2019
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About Me
I am a CERTIFIED FINANCIAL PLANNER ^ CM. I am specialized in Comprehensive Financial Plan Construction. Goal Base Family Financial Planning like Children Education & Marriage Planning, Retirement Planning, Vacation Planning, EMI reduced & Debt Free Planning, Contingency Planning, Insurance & Estate Planning & Tax Planning also.
Product : Mutual Fund, Fixed Deposits, NCD, IPO, Life Insurance & General Insurance, PMS.
About Work Experience
I had started as Insurance Advisor in ICICI Prudential Life Insurance Jan 2006, I got promoted as Unit Manager in Santacruz Branch. in the meantime, I got Mutual Fund Distributor license as AMFI Certified. I got the opportunity in TATA AIG Life insurance as Branch BA Manager. In Sept 2018 I completed CERTIFIED FINANCIAL PLANNER ^CM & Now I am fulltime CFP the practitioner.
Experience & Qualification
Qualification
B.Com. CFP
Experience as an Advisor
17 Years
Total work Experience
12 Years
Services and Advisory Offered
Mutual Fund
Insurance Brokers
Certified Financial Planner (CFP)
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Will Writing Services
Loan Against Property
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Mahalaxmi Finserv
9/86, Sundaram Society Sai Baba Nagar,
S.Radhakrishnan School, Borivali West,
Borivali East,
Mumbai,
Maharashtra, 400066
LICENSE
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Mutual Fund -
ARN No.
39892 - Validity -
19-05-2021
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