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Shanbhag Wealth Management - Certified Financial Planner (CFP) Advisor in Kandivali West, Mumbai

Shanbhag Wealth Management - Certified Financial Planner (CFP) Distributors

Member since May 8, 2013

 9869423050
 shanbhag.wm@gmail.com
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About Me
Mr. Vinayak S Shanbhag is the proprietor of the Shanbhag Wealth Management. He is also CFP, an advisor of Bajaj Allianz Life Insurance Company.
About Work Experience
Not Specified
Experience & Qualification
Qualification
B.Com, CFP
Experience as an Advisor
7 Years
Total work Experience
7 Years
Services and Advisory Offered

  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Certified Financial Planner (CFP)

  • Pan Service Providers

  • IPOs, Bonds & NCDs

  • Will Writing Services

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Shanbhag Wealth Management

D/71 Mohan Nagar, Dahanukarwadi,
Kandivali (W),
Kandivali West,
Mumbai,
Maharashtra, 400067

LICENSE

  Mutual Fund - ARN No. 83677 - Validity - 31-10-2014

  Life Insurance - IRDA No. 2518945 - Validity - 31-07-2015

  General Insurance - IRDA No. 2518945 - Validity - 31-07-2015

  Certified Financial Planner (CFP) - FPSBI No. 00038174 - Validity - 31-12-2050

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