About Me
AT KPFAS We provide financial advise based on client’s financial need, we aimed at maximizing their return and minimizing their risk through risk profiling and asset allocation.
AMFI (Association of Mutual Fund in India) Registered Mutual Fund Distributor
We offer a full range of business and financial Services fo r Individuals and businesses…
? Goal Oriented Financial Planning
? Portfolio Management Services (PMS)
? Investment Advice
? Mutual fund Advise
? Mutual fund automated re-balancing System
? Asset Allocation
? Risk Profiling
? Insurance (Life insurance & General Insurance)
? Loan
? NRI Services
? Will Writing
? Basic Training on personal finance and Financial literacy
About Work Experience
What we are really interested in helping families to develop plans based on their own goals and values. We like to say that we have the mind of a capitalist with the heart of a social worker. Our interactions with our clients are what motivate us every day and we have dedicated our career to using the gifts we have been given to make a difference in the world. Our hope is that through our resources and professional knowledge, we can help as many people as possible to live comfortably through effective and comprehensive planning.
Experience & Qualification
Qualification
Graduated
Experience as an Advisor
1 Years
Total work Experience
1 Years
Services and Advisory Offered
Mutual Fund
Housing Loans
Financial Education Providers