Wealth Plan Karo - Portfolio Management Schemes Distributors
Member since Oct 6, 2018
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About Me
We are one of the leading Financial Intermediaries in Bihar, serving clients for more than 28 years dealing in all Financial Products, viz - Mutual Fund, Life Insurance, Health Insurance and Equity Investment under one umbrella.
About Work Experience
With fast changing convenience of investment in Financial Market, we have been always ahead of times. We adopt latest technologies and make the investment seamless and hassle free. Clients have the convenience of investing online- paperless, even through mobile phone. They can get several types of Financial Transnational Reports just at a click.
At the same time our team at back office is always at its toe to support and assist clients offline also. “Providing Quality Service” to our clients is our top priority.
With our help and advice our clients plan to create Wealth for their future.
Experience & Qualification
Qualification
BA
Experience as an Advisor
28 Years
Total work Experience
28 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Insurance Brokers
Share Trading & Demat
Commodties Trading
Portfolio Management Schemes
IPOs, Bonds & NCDs
Share Tips & Trading Tools
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Wealth Plan Karo
810, Ashiana Plaza,
Budh Marg,
Patna,
Bihar, 800001
LICENSE
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Mutual Fund -
ARN No.
ARN-40375 - Validity -
09-09-2020
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