Padmavati Wealth Advisors - Certified Financial Planner (CFP) Distributors
Member since Mar 7, 2013
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About Me
I would like to introduce myself as Qualified Investment Adviser for Mutual Funds, Fixed Deposits & Financial Planning.
After gaining tons of experience in the Mutual Fund Industry catering to Financial Advisors, In June of 2009 we decided to engage ourselves more closer to ultimate investors and started our firm "Padmavati Wealth Advisors" to right advise investors for their Investments and Financial Planning.
Mr.Kunal Doshi, Proprietor of Padmavati Wealth Advisors is an MBA Finance, CFP
About Work Experience
Proprietor of Padmavati Wealth Advisors from 2009 - To present
Worked with Birla Sunlife AMC from 2007 - 2009
Summer Internship with UTI Mutual Fund in 2006
Experience & Qualification
Qualification
MBA (Finance) 2005 -07, C..
Experience as an Advisor
7 Years
Total work Experience
5 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
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Star Key Partner - HDFC Mutual Fund
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Bronze Member - Birla Sunlife Mutual Fund
Address
Padmavati Wealth Advisors
Office No.1, Ground Floor, Shiv Darshan CHSL,
Satya Nagar, Opp.Satya Ngr Bus stop,,
Borvali West,
Mumbai,
Maharashtra, 400092
LICENSE
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Mutual Fund -
ARN No.
74940 - Validity -
30-06-2014
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