Romil Pradeep Lakhani - Online Tax Return Filing Distributors
Member since May 9, 2013
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About Me
Certified Financial Planner
About Work Experience
Romil Lakhani CFPCM, has experience of research in an Broking Firm and personal Financing and other financial services industry. He has cleared several NCFM modules & is also AMFI Certified.
His previous experience has been mainly in broking in an research department. His expertise is in Technical Analysis, Portfolio Management, Investment Advisory, Wealth Management, Tax Planning. He is presently working with Fincare Services as a Financial Planner & making comprehensive Financial Plans for many clients.
Experience & Qualification
Qualification
B.Com, CFP
Experience as an Advisor
4 Years
Total work Experience
4 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Certified Financial Planner (CFP)
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Romil Pradeep
303, The Platinum Mall, Near BMC Office,
Jawahar Road, Ghatkopar East,
Ghatkopar East,
Mumbai,
Maharashtra, 400075
LICENSE
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Mutual Fund -
ARN No.
43730 - Validity -
31-07-2017
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