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Shantanu Patki - Certified Financial Planner (CFP) Advisor in Lokmanyanagar, Pune

Shantanu Patki - Certified Financial Planner (CFP) Distributors

Member since Jun 10, 2013

 9822427614
 shantanupatki@gmail.com
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About Me
Mutual Fund, Bonds, FD , Mediclaim, Retirement Fund.
About Work Experience
Total Exprience 15 Yrs.
Experience & Qualification
Qualification
BCom, MPM, CFP
Experience as an Advisor
15 Years
Total work Experience
15 Years
Services and Advisory Offered

  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Tax Consultancy

  • Certified Financial Planner (CFP)

  • Portfolio Management Schemes

  • IPOs, Bonds & NCDs

  • Financial Education Providers

  • Gold Saving Plans

  • Will Writing Services

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Shantanu

B-4/7, Raksha Lekha Society,
Dattawadi,,
Lokmanyanagar,
Pune,
Maharashtra, 411030

LICENSE

  Mutual Fund - ARN No. 23790 - Validity - 31-07-2014

  Life Insurance - IRDA No. 976658 - Validity - 31-01-2015

  General Insurance - IRDA No. 976658 - Validity - 31-01-2015

  Certified Financial Planner (CFP) - FPSBI No. 33766 - Validity - 31-12-2050

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