Moneyplanner Financial Services - Certified Financial Planner (CFP) Distributors
Member since Dec 5, 2018
1029 Viewed my profile
1 Peoples Favourite
0 Reviews
About Me
I AM A CERTIFIED FINANCIAL PLANNER (CFP CM).I AM WORKING FROM LAST 11 YRS IN FIELD OF PERSONAL FINANCE, INSURANCE & INVESTMENT .I HAVE HUNDREDS OF SATISFIED CUSTOMERS.I CONCENTRATE ON CUSTOMERS NEEDS & SUGGEST SOLUTION ACCORDINGLY.I EDUCATE THE CUSTOMER ABOUT FINANCIAL PLANNING IN THEIR LIFE.
About Work Experience
I have 11 yrs experience in Insurance ,mutual funds,investments .As i am a certified financial planner my focus is to fulfil clients financial goals as like child education,retirement,dream home,vacation,etc.I always help my customers to prirotize their goals,differntiate between needs & wants. I follow yhe client first principal strictly.
Experience & Qualification
Qualification
Bsc,CFP,
Experience as an Advisor
14 Years
Total work Experience
11 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Certified Financial Planner (CFP)
Affiliations
-
Not Specified
Awards & Recognition
-
CERTIFIED FINANCIAL PLANNER
-
Secure first position in india in CIS
-
NISM ,AMFI IRDA,III, certified
Address
Moneyplanner Financial Services
Flat no 49,HARIPRASAD APT,
SINGHGAD ROAD,
Hingne Khurd manik Baug,
Pune,
Maharashtra, 411051
LICENSE
|
|
|
Mutual Fund -
ARN No.
14884 - Validity -
01-07-2023
Photo Gallery
DOWNLOAD 
PROFILE
PROFILE
0 Reviews
No reviews present
Do you want to see more Certified Financial Planner (CFP) Distributors?
More About Me
Top Performing Mutual Funds
Tools and Calculators
