Shveta Sinha - Tax Consultancy Distributors
Member since May 6, 2013
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About Me
As a CFP, my goal is to make my clients' financial life well planned and help them to achieve their financial goals efficiently. Have been in the field of financial planning and education since last 16 years, An insightful person with over 20 years of rich experience in different field of Financial Services sector. An M.A. (Economics) and M.B.A. (Finance); has great inclination towards personal finance, was awarded the CFPCM certification by FPSBI in 2010.
About Work Experience
20 years of rich experience in financial planning & investment advisory
Experience & Qualification
Qualification
MA, MBA, CFPcm
Experience as an Advisor
20 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Portfolio Management Schemes
IPOs, Bonds & NCDs
Gold Saving Plans
Affiliations
- Financial Planning Standards Board, U.S.
Awards & Recognition
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Written various articles for journals etc, Lectures on financial literacy
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Have been speaker in many Investor Programs
Address
Shveta
BUDH MARG,
NEAR GPO,
Birchand Patel Marg,
Patna,
Bihar, 800001
LICENSE
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Mutual Fund -
ARN No.
303643 - Validity -
01-01-2027
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