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Wealth Plus Financial Solutions - Life Insurance Advisor in Pattom, Thiruvananthapuram

Wealth Plus Financial Solutions - Life Insurance Agents

Member since Aug 1, 2019

 9539074117
 dhanyavr.cfp@gmail.com
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About Me
Wealth Plus Financial Solutions is the best financial Planning and Servicing Firm based in Trivandrum.
About Work Experience
12 Years of experience in financial service industry.
Experience & Qualification
Qualification
PGDM Finance, CFP
Experience as an Advisor
12 Years
Total work Experience
12 Years
Services and Advisory Offered

  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Insurance Brokers

  • Tax Consultancy

  • Online Tax Return Filing

  • Certified Financial Planner (CFP)

  • Portfolio Management Schemes

  • NPS (National Pension Scheme)

  • Housing Loans

  • Will Writing Services

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Wealth Plus Financial Solutions

Wealth Plus Financial Solutions,
3rd Floor CSI Building MG Road, Pulimood,
Pattom,
Thiruvananthapuram,
Kerala, 695004

LICENSE

  Mutual Fund - ARN No. 133153 - Validity - 26-11-2020

  Life Insurance - IRDA No. 4726218 - Validity - 05-12-2025

  General Insurance - IRDA No. 476218 - Validity - 01-01-2030

  Insurance Brokers - 476218 - Validity - 05-02-2030

  Certified Financial Planner (CFP) - FPSBI No. 95693 - Validity - 31-12-2050

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