DR Investment Services LLP - Certified Financial Planner (CFP) Distributors
Member since Apr 1, 2025
50 Viewed my profile
0 Peoples Favourite
0 Reviews
About Me
Qualification : MBA Finance, Chartered Financial Analyst (CFA) from ICFAI, Certified Financial Planner (CFP)
Total 20 yrs of Financial market experience.
Started career with CITIBANK as wealth manager for 2 yrs and ABN AMRO Bank for 1 yr. Worked as Branch Manager in one of the India's leading HDFC Asset management Company( HDFC MF) for 10 yrs+
From December 2018 working as Independent Mutual Fund Distributor
Successfully managing 200+ families and 900+ client's wealth and ongoing.
About Work Experience
Started career with CITIBANK as wealth manager for 2 yrs and ABN AMRO Bank for 1 yr. Worked as Branch Manager in one of the India's leading HDFC Asset management Company( HDFC MF) for 10 yrs+
From December 2018 working as Independent Mutual Fund Distributor
Successfully managing 200+ families and 900+ client's wealth and ongoing.
Experience & Qualification
Qualification
MBA finance, CFA from ICF..
Experience as an Advisor
20 Years
Total work Experience
20 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Certified Financial Planner (CFP)
Share Trading & Demat
Portfolio Management Schemes
NPS (National Pension Scheme)
Financial Education Providers
Gold Saving Plans
Will Writing Services
Technical & Research Analysis
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
DR Investment Services LLP
Shop No 104 Mahavir Complex,
Opp SBPP Co Op Bank Ltd,
Udvada R.s.,
Valsad,
Gujarat, 396185
LICENSE
|
|
|
|
|
Mutual Fund -
ARN No.
ARN-250664 - Validity -
19-05-2025
Photo Gallery
DOWNLOAD 
PROFILE
PROFILE
0 Reviews
No reviews present
Do you want to see more Certified Financial Planner (CFP) Distributors?
More About Me
Top Performing Mutual Funds
Tools and Calculators
