MANISH DODIA - General Insurance Agents
Member since Jul 13, 2018
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About Me
I am a certified (QPFP) Financial Advisor who help the clients to achieve their financial goals and wealth creation thru effective and smart Investment planning. Our services includes Portfolio Management, Financial and Tax Planning, Retirement planning and Child Education and Future planning. We provide services on the following products Direct Equity, Mutual Funds, Insurance, Fixed Deposits, Bonds, PMS, Structured products and Real Estate
About Work Experience
We as Anjgel Wealth Managers incorporated in the year 2009 at present serve 325+ client families. Manish K Dodia who is the Co-Founder is a QPFP ( Qualified Personal Finance Professional ) and has an experience of 25 years in the Equity Markets and more than a decade experience of financial markets
Experience & Qualification
Qualification
QPFP, B.Com. AMFII
Experience as an Advisor
25 Years
Total work Experience
12 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Insurance Brokers
Tax Consultancy
Portfolio Management Schemes
NPS (National Pension Scheme)
Will Writing Services
Property Management Services
Fixed Deposits
Affiliations
- NETWORK FP
Awards & Recognition
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MDRT , CDO CLUB
Address
MANISH
B 305 HulasBAsti Gardens CHSL,
Datta Mandir Road Mahavirnagar,
Kandivali West,
Mumbai,
Maharashtra, 400067
LICENSE
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Mutual Fund -
ARN No.
748388 - Validity -
04-04-2020
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