Invest n Rich - Portfolio Management Schemes Distributors
Member since Aug 27, 2019
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About Me
Established in 2016 with a purpose of creating awareness of financial freedom. We are a premier “NISM Certified Financial Advisory” based firm in Pune catering to families across India in their quest to analyze, plan, implement & achieve their Financial Goals.
About Work Experience
We are certified advisors of products like Insurance, Bonds,, Mutual Funds, Equities & Wealth Creation Products etc. Premium services include Financial Planning, Wealth Creation, Loan Counselling, Money Psychology, Child Higher Education / Marriage Planning, Portfolio Management, Tax Planning, Asset Allocation & Retirement Planning.
We identify our clients individual needs and present them with a customized and holistic financial plan, followed up with regular reviews. Continuously improving our processes to ensure we achieve best practices in terms of transparency and accountability. We provide a range of services to both personal and business clients offering strategic financial solutions to them and monitor investments that will help you achieve financial goals.
Experience & Qualification
Qualification
BSC
Experience as an Advisor
12 Years
Total work Experience
5 Years
Services and Advisory Offered
Mutual Fund
Portfolio Management Schemes
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Invest n Rich
Heritage Plaza, Chinchwadgaon,
Chinchwad Gaon,
Pune,
Maharashtra, 411033
LICENSE
|
Mutual Fund -
ARN No.
130837 - Validity -
10-01-2020
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