Nitin Bapat - Certified Financial Planner (CFP) Distributors
Member since Jun 8, 2013
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About Me
Not Specified
About Work Experience
Proven track record in understanding client's financial objectives & providing optimum recommendation along with execution of the recommendation. Providing customized Financial Planning solutions thru various Financial Asset Classes like ; Equity, Debt or Fixed Income - Short-term & Long-term , Precious Metals ( Gold ) & Insurance. To help people achieve their financial dreams ( by identifying pre and post retirement goals ) thru tailor-made solutions , trust-based advice & quality services.
Experience & Qualification
Qualification
B.COM , MBA ( FINANCE ) ,..
Experience as an Advisor
9 Years
Total work Experience
9 Years
Services and Advisory Offered
Certified Financial Planner (CFP)
Portfolio Management Schemes
Affiliations
- Principal Retirement Advisors Pvt. Ltd.
Awards & Recognition
-
Not Specified
Address
Nitin
6 , Mehta Apartments ,,
Near Dattawadi Bridge,,
Navi Peth,
Pune,
Maharashtra, 411030
LICENSE
|
Certified Financial Planner (CFP) -
FPSBI No.
CPFA - Validity -
31-12-2050
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