Umeshkumar D Gohil - Certified Financial Planner (CFP) Distributors
Member since Mar 15, 2013
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About Me
At Zorba Investments, We believe in trust, confidentiality and relationship with the client, which is the most important factor in understanding clients financial goals. According to clients financial goals we provide Financial Planning, Wealth management and Investment solutions. Since last 4 years we are providing financial advisory services like financial planning, Investment planning, Insurance planning and mutual funds.
About Work Experience
Not Specified
Experience & Qualification
Qualification
BE, CFPcm
Experience as an Advisor
5 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Portfolio Management Schemes
Gold Saving Plans
Credit Assistance Companies
Affiliations
- NJ Wealth Advisors Network
- ICICI Prudential Life Insurance Co Ltd
- FPSB
Awards & Recognition
-
Not Specified
Address
Umeshkumar D Gohil
Shop No-5, Saragam building, Behind,
kalubai temple, bibwewadi,
Bibvewadi,
Pune,
Maharashtra, 411037
LICENSE
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Mutual Fund -
ARN No.
51329 - Validity -
31-05-2015
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