Amit Trivedi - Mutual Fund Advisor in Thakur Complex, Mumbai

Amit Trivedi - Mutual Fund Distributors

Member since Jul 4, 2018

9821333451

amit@beingwealthy.in

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About Me

Changing Lives Having identified goals and also planned for the same is the key to live a comfortable life. We help you articulate your goals and cover them up with apt investments.

About Work Experience

Mamta Trivedi, started helping clients invest in Dholera, the first green field smart city of India. Realised that there is a dire need to assist clients in understanding how financial decision can impact their life. Therefore started offering offering other investment and financial product to ensure complete solutions to client to achieve financial freedom. Today we have property, mutual funds, equity, PMS, Insurance, FDs and others. i, being a student of commerce and finance (pursued CA and ICWA), worked with a listed company for 5 years. then started working for Deloitte for 6 years and being in consulting got exposed to different kind of people all across. Joined Mamta in her professional life as well to add value to customer.

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