Money Yantra  - Mutual Fund Advisor in Ranchi G.p.o., Ranchi

Money Yantra - Mutual Fund Distributors

Member since May 13, 2016

About Me
RAKESH KUMAR VERMA: - FPSBI CERTIFIED FINANCIAL PLANNER CM AAFM Certified Chartered Financial Goal Planner AMFI/NiSM Certified Mutual Fund Distributor IRDA Certified Insurance Advisor
About Work Experience
Money Yantra is a leading and one of the most active investment advisory, financial planning, wealth management, financial research & training provider in Ranchi. Since its inception in 2012, the house has been on the path of continuous growth. We are currently managing portfolios for all categories of investors from various level of the society, ranging from high profile government officials & corporate personnel, successful professionals and entrepreneurs, eminent business owners and NRI. Invest Wisely, Enjoy Every Moments Of Your Life!
Experience & Qualification
Qualification
B.Com, CFGP, CFP
Experience as an Advisor
12 Years
Total work Experience
12 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Post Office Schemes

  • Online Tax Return Filing

  • Certified Financial Planner (CFP)

  • Pan Service Providers

  • Financial Education Providers

  • Gold Saving Plans

Affiliations
    Not Specified
Awards & Recognition
  • Received various Awards & Recognitions

Address
Money Yantra

Manju Niwas, 22A, Opp- Dr. Amit Mukharjee Clinic,
East Jail Road, Tharpakhana,
Ranchi G.p.o.,
Ranchi,
Jharkhand, 834001

LICENSE

  Mutual Fund - ARN No. 99532 - Validity - 05-01-2050

  Life Insurance - IRDA No. 038 9065667 - Validity - 22-05-2050

  General Insurance - IRDA No. SBG 9065667 - Validity - 26-09-2050

  Certified Financial Planner (CFP) - FPSBI No. 00099714 - Validity - 31-12-2050

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