NEVIL DESAI - Certified Financial Planner (CFP) Distributors
Member since Jan 24, 2018
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About Me
We are a one point solution to all your Financial needs. We do Financial Planning and provide Investment advisory based on client`s financial goal,Risk Appetite, Time horizon and Liquidity. In Business since lase more than 25 years, we serve more than 4,500 satisfied clients.
About Work Experience
We are a one point solution to all your Financial needs. We do Financial Planning and provide Investment advisory based on client`s financial goal,Risk Appetite, Time horizon and Liquidity. In Business since lase more than 25 years, we serve more than 4,500 satisfied clients.
Experience & Qualification
Qualification
CFP
Experience as an Advisor
3 Years
Total work Experience
3 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Certified Financial Planner (CFP)
Share Trading & Demat
Portfolio Management Schemes
Affiliations
- AFGP
Awards & Recognition
-
Not Specified
Address
NEVIL
Pitru Chhaya,21 Swastik Society,,
N.S Road No. 2, Juhu Scheme,
Vile Parle West,
Mumbai,
Maharashtra, 400049
LICENSE
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Mutual Fund -
ARN No.
115499 - Validity -
01-01-2019
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