Jitendra Udeshi - Pan Service Providers Distributors
Member since Jun 4, 2014
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About Me
"Established in 1975, JK Investments is your go-to Financial Planner and Top Mutual Fund Advisor in Mumbai. With a wide range of services such as Mutual Funds, Insurance Solutions, Retirement Planning, Loans, Postal Schemes, AMC, and Company FD's, we ensure your financial needs are met with expertise. As key partners with leading insurance and mutual fund companies in India, we ensure tailored financial strategies to meet your goals."
About Work Experience
Jitendra Udeshi, inheritor of a financial legacy, embarked on his journey as a financial advisor in 1990, following his father's footsteps. Over three decades, he's perfected his expertise in financial services, getting together a loyal clientele of over 900 domestic and 110 overseas clients. With a deep-rooted commitment to stewardship, he seamlessly navigates the complexities of wealth management, ensuring prosperity for those he serves. Jitendra's dedication, coupled with his extensive experience, renders him a beacon of trust in the financial realm. His steadfast guidance not only preserves the legacy of his father but also paves the way for a brighter financial future for all under his care.
Experience & Qualification
Qualification
B.Com
Experience as an Advisor
34 Years
Total work Experience
34 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Post Office Schemes
Online Tax Return Filing
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Personal Loan
Loan Against Property
Share Tips & Trading Tools
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Jitendra
30,1st floor Vira shopping center,
Above Rajdeep Electronics, Station road, Dombivli,
Dombivli East,
Mumbai,
Maharashtra, 421201
LICENSE
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Mutual Fund -
ARN No.
65651 - Validity -
01-01-2025
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