Nihar Shah - Life Insurance Agents
Member since Aug 9, 2019
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About Me
We are Certified Financial Planner based in Surat. At NM, We firmly believe that it all starts with having a clear vision of your unique goals – Your Wish cards. We help you with defining your various goals. We focus on your financial goals, as well as your Life vision and value. We ensure Unbiased and Quality advises to reach your Life Goals and achieve financial freedom.
About Work Experience
In the year 1975, Late Mr.Vinod Shah-Founder of NM iNVESTMENT entered the field of wealth management with an affirmation to bring investment opportunities to light for end consumers. With his dedication and hard work, he earned a respectable name in the field. With the idea of expansion, in the year 1986, his sons Mr. Sunil Shah and Mr. Jayesh Shah joined him.
Under his constant guidance, the two sons flourished the family business of assisting people in managing their wealth optimally and started a firm ‘NM iNVESTMENT’, in the year 2000, giving themselves a corporate identity. And now the third generation, Mr. Nihar Shah, son of Mr.Jayesh Shah has joined the business in 2014 after taking professional education in the same field with a promise to continue the respectable legacy.
Experience & Qualification
Qualification
B.Com, MBA, CFP, CFGP
Experience as an Advisor
6 Years
Total work Experience
6 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Post Office Schemes
Certified Financial Planner (CFP)
Portfolio Management Schemes
IPOs, Bonds & NCDs
Fixed Deposits
Affiliations
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Not Specified
Awards & Recognition
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Awarded for doing 2nd highest financial wellbeing in India
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Youngest CFP of Surat
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Awarded as responsible hero by Axis
Address
Nihar
Hg-7, Jalnidhi Complex,
Nanpura,
Surat,
Gujarat, 395001
LICENSE
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Mutual Fund -
ARN No.
110506 - Validity -
01-03-2022
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