ARA Wealth Management Services - Certified Financial Planner (CFP) Distributors
Member since May 27, 2019
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About Me
I am a CFP; I do investment planning and financial planning through my company ARA Wealth Management Services; We also do goal based financial planning; We have NSE and BSE trading terminals and do direct equity investing also.
About Work Experience
ARA is a 75 year old firm into stock broking. Now we are a wealth management firm and manage portfolios for our clients; we do wholistic financial planning and assist our clients in wealth building.
Experience & Qualification
Qualification
CFP
Experience as an Advisor
10 Years
Total work Experience
8 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Share Trading & Demat
Commodties Trading
Portfolio Management Schemes
Gold Saving Plans
Share Tips & Trading Tools
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
ARA Wealth Management Services
A-16 colony road,
11th cross main road,
Thillai Nagar,
Tiruchirappalli,
Tamil Nadu, 620018
LICENSE
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Mutual Fund -
ARN No.
137467 - Validity -
01-01-2022
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