Nucleus Financial Services - Pan Service Providers Distributors
Member since Jun 7, 2013
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About Me
Miss. Vidya Kshirsagar, Co-Founder and CEO of Nucleus Financial Services with 16 plus years of Experience in the Financial Industry help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
About Work Experience
Miss. Vidya Kshirsagar, Co-Founder and CEO of Nucleus Financial Services with 16 plus years of Experience in the Financial Industry help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Experience & Qualification
Qualification
MBA finance & BE Engineer..
Experience as an Advisor
16 Years
Total work Experience
16 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Insurance Brokers
Tax Consultancy
Online Tax Return Filing
Tax Return Preparers (TRPs)
Certified Financial Planner (CFP)
Share Trading & Demat
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Insurance Surveyors & Valuers
Housing Loans
Personal Loan
Education Loan
Financial Education Providers
Gold Saving Plans
Will Writing Services
Gold Loan
Technical & Research Analysis
Property Management Services
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Nucleus Financial Services
Shop No. 7, Gaurihar Complex, Sec - 9, Plot No. 39,
Kamothe,
Navi Mumbai,
Maharashtra, 410209
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Mutual Fund -
ARN No.
85577 - Validity -
31-05-2026
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