GARGEE DESAI - Mutual Fund Distributors
Member since Apr 22, 2024
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About Me
FOUNDER OF DESAI INVESTMENT, WEALTH COACH, ENTERPRENEUR, PORTFOLIO MAKER, STCOK MARKET ANALYSTS, FUNDA,EMTAL ANALYSTS
About Work Experience
Dedicated and results-driven Financial Advisor with [X years] of comprehensive experience in the financial services industry. Adept at providing personalized financial guidance and investment strategies to individuals and businesses, with a strong commitment to helping clients achieve their financial goals. Proficient in analyzing market trends, assessing risk, and developing tailored solutions to optimize financial portfolios. Proven track record of building long-lasting client relationships through exceptional communication and expert financial advice.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
6 Years
Total work Experience
5 Years
Services and Advisory Offered
Mutual Fund
Post Office Schemes
Tax Consultancy
Online Tax Return Filing
Real Estate Brokers
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Insurance Surveyors & Valuers
Personal Loan
Education Loan
Financial Education Providers
Gold Saving Plans
Will Writing Services
Gold Loan
Loan Against Property
Consumer Finance
Technical & Research Analysis
Share Tips & Trading Tools
Property Management Services
Fixed Deposits
Credit Assistance Companies
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
GARGEE
KARELIBAUGH VADODARA,
Karelibaug,
Vadodara,
Gujarat, 390018
LICENSE
|
Mutual Fund -
ARN No.
164288 - Validity -
11-10-2024
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