An independent Financial Advisor who mainly looks after Portfolio Analysis and Building a Financial Plan for Clients. An MBA from Mumbai. I have an experience of over 12 years in the field and have been able to achieve a lot of awards and recognitions at a young age of 36. I have been writing several Articles on Financial Planning in various Magazines. I have been privileged to get an opportunity to travel to some of the international and Indian Conferences and interact with the best in the Industry and update my skills and knowledge.
About Work Experience
Not Specified
Experience & Qualification
Qualification
MBA, LUTCF
Experience as an Advisor
12 Years
Total work Experience
14 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Affiliations
Not Specified
Awards & Recognition
MDRT - 2006, 2007, 2008, 2009, 2010, 2011, 2012
Platinum Club Member
Address
Dhairav Janak
19 Bhagyalaxmi Building,1st Floor,
Kenedy Bridge, Opera House,
Opera House,
Mumbai,
Maharashtra, 400004
LICENSE
Mutual Fund -
ARN No.
2595 - Validity -
30-04-2015
Life Insurance -
IRDA No.
086158 - Validity -
29-02-2016
General Insurance -
IRDA No.
086158 - Validity -
29-02-2016