Sai Ashish Finance Vishal D Rathod - Certified Financial Planner (CFP) Distributors
Member since Nov 20, 2013
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About Me
I am a Certified Financial Planner with a rich experience of 13 years in the Mutual Fund and Wealth Management Industry. During my career with Mutual Funds I have interacted and worked very closely with many advisors in Mumbai and that experience helps me in identifying need, goals and risk apetite of investors and advise them accordingly.
About Work Experience
Not Specified
Experience & Qualification
Qualification
MBA, CFP
Experience as an Advisor
13 Years
Total work Experience
13 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Certified Financial Planner (CFP)
Real Estate Brokers
Portfolio Management Schemes
IPOs, Bonds & NCDs
Loan Against Property
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Sai Ashish Finance
RNA Regency Park,,
M G Road, Kandivali West,
Kandivali West,
Mumbai,
Maharashtra, 400067
LICENSE
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Mutual Fund -
ARN No.
85225 - Validity -
30-04-2015
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