Visionary Finsultants  - Life Insurance Advisor in Dhokali, Thane

Visionary Finsultants - Life Insurance Agents

Member since Feb 20, 2018

About Me
I have a total work experience of Financial Industry is of 9 years. Decided to leave job from HDFC Asset Management Co. Ltd and started own venture as a Financial Planner. Deal in Mutual Funds,Life Insurance,General Insurance & Medical Insurance.
About Work Experience
Experience from ICICI Prudential Life Insurance,Asset Manager Pvt Ltd(Financial distributors), HDFC Asset Management Co Ltd.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
9 Years
Total work Experience
2 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • Insurance Brokers

  • Tax Consultancy

  • Portfolio Management Schemes

Affiliations
  • Best Employee at HDFC Mutual Fund House
Awards & Recognition
  • NISM,BSE module

Address
Visionary Finsultants

A-2/1205, NEELKANTH VALLEY,
KOLSHET ROAD, OPP KAVYA DHARA,
Dhokali,
Thane,
Maharashtra, 400607

LICENSE

  Mutual Fund - ARN No. 125785 - Validity - 20-07-2020

  Life Insurance - IRDA No. 00732575 - Validity - 07-09-2050

  Insurance Brokers - 00732575 - Validity - 07-09-2050

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