Rahul Mantri - Certified Financial Planner (CFP) Advisor in Deccan Gymkhana, Pune

Rahul Mantri - Certified Financial Planner (CFP) Distributors

Member since Aug 13, 2013

About Me
I am a Certified Financial Planner and focus on goal based planning. I am one of the founder of a Financial Planning Firm 'Midas Touch'. We at Midas Touch are associated with all the Mutual Funds in India. We do not deal in any Insurance Product, be it Life Insurance or General Insurance. We do advise our clients on various aspects of financial planning like Investments, Insurance, Personal Liabilities etc.
About Work Experience
We cater to the Financial Planning needs of Individuals, Companies, Trusts, etc. We have more than 7 years of experience in the Industry. We serve to more than 200 clients which include, individuals, HNIs, NRIs, Companies and Trusts.
Experience & Qualification
Qualification
MBA (Fin), CFP
Experience as an Advisor
7 Years
Total work Experience
8 Years
Services and Advisory Offered
  • Mutual Fund

  • Certified Financial Planner (CFP)

Affiliations
  • Freelance Writer. Regular contributor to Capital Market
Awards & Recognition
  • More than 100 articles on Investments and Personal Finance published in various publications like Times of India, The Economic Times, Sakaal, Forbes India, Capital Market etc.

Address
Rahul

1201/11 Shirole Rd, Rajnigandha Soc,
Off Fergusson College,
Deccan Gymkhana,
Pune,
Maharashtra, 411004

LICENSE

  Mutual Fund - ARN No. 44428 - Validity - 30-06-2015

  Certified Financial Planner (CFP) - FPSBI No. 56839 - Validity - 31-12-2050

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