FINANCIAL PLANNING & KNOWLEDGE CENTRE  - Portfolio Management Schemes Advisor in Patna G.p.o., Patna

FINANCIAL PLANNING & KNOWLEDGE CENTRE - Portfolio Management Schemes Distributors

Member since May 9, 2013

About Me
An MA & MBA with over 25 years of rich experience in financial services sector; I believe in knowledge and winning trust of people & in long term relationships with clients. We offer a wide range of financial products to enrich and complete a portfolio. Our large base of happy and satisfied customers proves it.
About Work Experience
We, at FPKC, believe in utilizing our expertise in helping clients meet their investment objectives and wealth creation. We have been assisting our clients for their tax-saving and customized goal planning. We use various strategies as risk profiling, asset allocation etc. We always try to communicate to people that financial awareness is very important and wrong financial decisions are injurious to financial health. Our team is capable to understand clients' needs and suggest a product accordingly. We are trusted by thousands of clients. We work in both ONLINE & OFFLINE Mode.......as per your choice!!!
Experience & Qualification
Qualification
MBA
Experience as an Advisor
27 Years
Total work Experience
27 Years
Services and Advisory Offered
  • Mutual Fund

  • Share Trading & Demat

  • Portfolio Management Schemes

  • IPOs, Bonds & NCDs

  • Fixed Deposits

Affiliations
  • Edelweiss Stock Brokers
Awards & Recognition
  • Speaker at Financial Education Week of NISM & AIWMI

Address
FINANCIAL PLANNING & KNOWLEDGE CENTRE

403, Ashiana Plaza,
Budh Marg,
Patna G.p.o.,
Patna,
Bihar, 800001

LICENSE

  Mutual Fund - ARN No. 82001 - Validity - 31-01-2023

  Share Trading & Demat - rtu780knn - Validity - 31-12-2050

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