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PREM MANGTANI - Certified Financial Planner (CFP) Advisor in Ulhasnagar 1, Ulhasnagar

PREM MANGTANI - Certified Financial Planner (CFP) Distributors

Member since May 26, 2022

 9822112949
 pminvestment@yahoo.co.in
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About Me
I Prem Sunderdas Mangtani CFP, CLIA proprietor of P M Investment, having experience of more than 25 Years. I have sole motive of helping clients in their investments and fulfilling their future financial needs with right set of allocation as per their present financial health & Income.
About Work Experience
I have an experience of 29 years in this field.
Experience & Qualification
Qualification
CFP CM
Experience as an Advisor
29 Years
Total work Experience
29 Years
Services and Advisory Offered

  • Mutual Fund

  • Life Insurance

  • Certified Financial Planner (CFP)

  • Portfolio Management Schemes

  • NPS (National Pension Scheme)

  • Housing Loans

  • Personal Loan

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
PREM

FLAT NO 10 11 LADSON APARTMENT,
GOAL MAIDAN,
Ulhasnagar 1,
Ulhasnagar,
Maharashtra, 421001

LICENSE

  Mutual Fund - ARN No. 15805 - Validity - 27-09-2025

  Life Insurance - IRDA No. 01147917 - Validity - 26-02-2025

  Certified Financial Planner (CFP) - FPSBI No. 48143 - Validity - 31-12-2050

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