ULKA FINANCE & INVESTMENTS PVT LTD - Chartered Accountants Distributors
Member since Dec 7, 2018
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About Me
I am a qualified Chartered Accountant and having experience of more than 25 years in investment/ mutual funds advisory business.
Advising to HNI, RETAIL AND NRI Clients.
About Work Experience
In depth knowledge of MUTUAL FUNDS products, procedures , performance and taxation.We do research of the MUTUAL FUND SCHEMES and then advise to clients as per his risk profile, asset allocation and goals. We deal in other fixed income products like FD, DEBENTURES AND BONDS
Experience & Qualification
Qualification
B.COM, CA
Experience as an Advisor
27 Years
Total work Experience
25 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Online Tax Return Filing
Chartered Accountants
Will Writing Services
Technical & Research Analysis
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
ULKA FINANCE & INVESTMENTS PVT LTD
D-4, KRISHNA NAGAR BUILDING -1,
CHANDAVARKAR ROAD, NEAR RAJ MAHAL HOTEL,
Borvali West,
Mumbai,
Maharashtra, 400092
LICENSE
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Mutual Fund -
ARN No.
2400 - Validity -
11-03-2019
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