JM Solutions  - Pan Service Providers Advisor in Borivali, Mumbai

JM Solutions - Pan Service Providers Distributors

Member since Feb 27, 2018

About Me
Pioneers in the field of Financial Planning. We have rich exposure in the Financial Investments space, Portfolio Advisory Space and offer World-Class Technology Support. Financial Planning Process involves understanding an individual by understanding ones current financial situation and responsibilities, and then guiding to choose the right path for future. Our endeavor is to streamline personal finances of all the people. People with better Financial conditions bring positive synergy in the environment. Hence, our efforts are to help people take better Financial Decisions as per ones need.
About Work Experience
1. Pioneer in the field of Financial Planning and Distribution 2. Professional with over 7 yrs of work experience 3. Empowered many clients through unique Financial Planning process 4. Combination of Technology and Financial Services. Played major role in grooming financial advisors to leverage technology 5. Key facilitator in building technologies for IFA
Experience & Qualification
Qualification
M.COM
Experience as an Advisor
10 Years
Total work Experience
7 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • Tax Consultancy

  • Online Tax Return Filing

  • Portfolio Management Schemes

  • Pan Service Providers

  • NPS (National Pension Scheme)

  • Fixed Deposits

Affiliations
  • Investment Advisor
Awards & Recognition
    Not Specified
Address
JM Solutions

4/22 Vivekanand Nagar,
S V Road, Kora Kendra,
Borivali,
Mumbai,
Maharashtra, 400091

LICENSE

  Mutual Fund - ARN No. 127764 - Validity - 27-02-2019

  Life Insurance - IRDA No. 702622 - Validity - 27-02-2019

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