Jayesh  - Post Office Schemes Advisor in Nala Sopara East, Nala Sopara

Jayesh - Post Office Schemes Distributors

Member since Jul 14, 2019

About Me
Hi there, I am Jayesh and am part of the Financial Industry since 2014 and am an Independent Financial Adivsor I have been honing my skills through various activities including Tax Planning, Derivatives trading, Retirement Planning, Mutual Fund management, Insurance Advisory, Wealth creation etc. I provide customized and useful information based on your needs by strictly following the Indian Laws. By reaching out to me, I will not only secure your future but also assist your next generation to enjoy every moment of life without worrying about money.
About Work Experience
I assist my clients plan for their Goals by choosing the optimal investment available. Learn how to restructure your Debts to live without the burden of EMI for ever. I build Risk Profile for my clients based on current assets liabilities and future unforeseen events.
Experience & Qualification
Qualification
BE
Experience as an Advisor
5 Years
Total work Experience
1 Years
Services and Advisory Offered
  • Mutual Fund

  • Post Office Schemes

  • Online Tax Return Filing

  • Portfolio Management Schemes

  • NPS (National Pension Scheme)

  • Consumer Finance

  • Share Tips & Trading Tools

  • Fixed Deposits

Affiliations
  • BE
Awards & Recognition
    Not Specified
Address
Jayesh

E-505, Vini Heights,
Nala Sopara East,
Nala Sopara,
Maharashtra, 401209

LICENSE

  Mutual Fund - ARN No. ARN-16185 - Validity - 01-01-2023

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