InvestaMoney  - Mutual Fund Advisor in Saveena, Udaipur

InvestaMoney - Mutual Fund Distributors

Member since Mar 12, 2015

About Me
I am an Investment Consultant and Consult all other financial needs. Like - Mutual Fund, Equity Market, Corporate Fixed deposits, Life Insurance, Health Insurance, Critical Illness Insurance, General Insurance, Car Insurance, Two Wheeler Insurance, SIP, Home Loan, Mortgage Loan, Business Loan, Personal Loan
About Work Experience
I started my Profession Journey in 2008, I worked with Aditya Birla Sunlife Mutual Fund, Axis Mutual fund, and Kotak Mahindra Bank. After that, I became an Investment consultant.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
14 Years
Total work Experience
8 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Insurance Brokers

  • Tax Consultancy

  • Share Trading & Demat

  • Commodties Trading

  • Portfolio Management Schemes

  • IPOs, Bonds & NCDs

  • Housing Loans

  • Personal Loan

  • Financial Education Providers

  • FOREX Trading

  • Gold Saving Plans

  • Gold Loan

  • Technical & Research Analysis

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
InvestaMoney

11, Laxmi Narayan Nagar,
savina,
Saveena,
Udaipur,
Rajasthan, 313001

LICENSE

  Mutual Fund - ARN No. 100332 - Validity - 01-01-2030

  Life Insurance - IRDA No. 01342832 - Validity - 01-01-2030

  General Insurance - IRDA No. 0034693 - Validity - 01-01-2030

  Insurance Brokers - 0034693 - Validity - 01-01-2030

  Share Trading & Demat - AP0346076561 - Validity - 31-12-2050

  Commodties Trading - AP0346076561 - Validity - 01-01-2029

  FOREX Trading - AP0346076561 - Validity - 31-12-2050

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