FINTEGRITY WEALTH MANAGEMENT LLP  - Certified Financial Planner (CFP) Advisor in Wakadewadi, Pune

FINTEGRITY WEALTH MANAGEMENT LLP - Certified Financial Planner (CFP) Distributors

Member since Nov 2, 2017

About Me
FINTEGRITY is a combination of FINANCE and INTEGRITY. The core crux of FINTEGRITY is to provide clients with quality unbiased advice to grow their wealth and achieve their financial goals. Why FINTEGRITY? • Focus on integrity and transparency in operations in this opaque industry. • Founded by research professionals in an industry that is dominated sales people. Vinay is a Certified Financial Planner and has also cleared CFA Level 3.Jay is a qualified chartered accountant.
About Work Experience
Vinay has earlier worked with Motilal Oswal Financial Services in Mumbai.Jay has worked in his own brokerage and research house.
Experience & Qualification
Qualification
CFP,
Experience as an Advisor
10 Years
Total work Experience
3 Years
Services and Advisory Offered
  • Mutual Fund

  • Certified Financial Planner (CFP)

  • Portfolio Management Schemes

  • IPOs, Bonds & NCDs

  • Personal Loan

  • Will Writing Services

  • Loan Against Property

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
FINTEGRITY WEALTH MANAGEMENT LLP

BOMBAY-PUNE ROAD,
Wakadewadi,
Pune,
Maharashtra, 411003

LICENSE

  Mutual Fund - ARN No. 125253 - Validity - 11-07-2020

  Certified Financial Planner (CFP) - FPSBI No. 00099318 - Validity - 31-12-2050

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