Purushottam Bhat - Certified Financial Planner (CFP) Distributors
Member since Oct 20, 2018
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About Me
I started my career with Public Sector Co.and has an experience of 27 years in it. Later on finding interest in field of investment advisory, tax planning I started my consultancy business in the year 2006.I am AMFI certified mutual fund advisor and also IRDA license holder for both GI and LI insurance sectors. As I am a passionate learner, completed certified financial planning in 2011. Later on I also did with G.D.C.A. Government Diploma in Cooperative and accountancy in 2013. As a mastery in the field of finance, now consults clients and has client base of more than 500 top middle class families.
About Work Experience
I started my career with Public Sector Co.and has an experience of 27 years in it. Later on finding interest in field of investment advisory, tax planning I started my consultancy business in the year 2006.I am AMFI certified mutual fund advisor and also IRDA license holder for both GI and LI insurance sectors. As I am a passionate learner, completed certified financial planning in 2011. Later on I also did with G.D.C.A. Government Diploma in Cooperative and accountancy in 2013. As a mastery in the field of finance, now consults clients and has client base of more than 500 top middle class families.
Experience & Qualification
Qualification
B.sc,CFP, G.D.C & A
Experience as an Advisor
31 Years
Total work Experience
14 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Housing Loans
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Purushottam
Shop No.2 SaiShraddha II CHS., Ashokvan,
Borivali East,
Mumbai,
Maharashtra, 400066
LICENSE
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Mutual Fund -
ARN No.
38878 - Validity -
20-04-2020
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