Veer Consultancy Services - Certified Financial Planner (CFP) Distributors
Member since Apr 30, 2013
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About Me
I am a partner at VCS .We are an Independent Wealth Management Firm catering to individuals and Family Business
About Work Experience
We are managing a sizable AUM in varied assets classes and have helped many clients to raise funds for their Home and Business Financing needs .We are helping few Family Business to grow by being a Business Coach to them .We have also done two company valuation assignments under FEMA for a Austrian Company.
Experience & Qualification
Qualification
M.Com , CFP
Experience as an Advisor
8 Years
Total work Experience
10 Years
Services and Advisory Offered
Tax Consultancy
Certified Financial Planner (CFP)
Lawyers
Housing Loans
Will Writing Services
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Veer Consultancy Services
F-5 , Jawan Nagar , S V Road,,
Borivali West,
Borivali,
Mumbai,
Maharashtra, 400092
LICENSE
|
Certified Financial Planner (CFP) -
FPSBI No.
00014817 - Validity -
31-12-2050
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