MItesh Gandhi - General Insurance Agents
Member since Oct 7, 2023
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About Me
Experienced financial planner dedicated to helping individuals and families achieve their financial goals. Specializing in personalized financial guidance, I provide comprehensive solutions tailored to each client's unique needs. With expertise in investment strategies, retirement planning, insurance, estate planning and risk management, I empower clients to make informed decisions and navigate the complexities of personal finance. By building strong relationships based on trust and delivering exceptional service, I help clients create a solid foundation for financial success. Let's collaborate to secure your financial future and turn your aspirations into reality.
About Work Experience
I work closely with my clients to outline actionable steps and provide ongoing support to ensure they stay on track towards their financial objectives. By offering comprehensive financial advice and recommendations, I aim to empower my clients to make informed decisions that align with their values, aspirations, and financial circumstances.
With a commitment to integrity, professionalism, and a deep knowledge of financial principles, I strive to be a trusted partner who helps individuals and families build a solid foundation for their financial future.
Experience & Qualification
Qualification
Bcom
Experience as an Advisor
25 Years
Total work Experience
3 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Real Estate Brokers
Portfolio Management Schemes
NPS (National Pension Scheme)
Housing Loans
Personal Loan
Education Loan
Financial Education Providers
Loan Against Property
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
MItesh
702 Shivam, Vasant Complex, Mahavir Nagar,, Off Ne,
Off New Link Road, Kandivali west,
Kandivali West,
Mumbai,
Maharashtra, 400067
LICENSE
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Mutual Fund -
ARN No.
193078 - Validity -
20-12-2030
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