NISM-Series- V-A: Mutual Fund Distributors (MFD) Certification
(NISM -201900080980 Valid till May 14,th 2027)
AMFI Registered Financial Planner (ARN – 165575 EUIN -E319307)
Contact for mutual fund investments.
Office Address:
DMCA Issues: Rajugine2@gmail.com
1. Risk Analysis & Insurance Planning
2. Retirement Planning & Employee Benefits
3. Investment Planning
4. Tax Planning & Estate Planning
Risk Profiling and Asset Allocation
Financial Health Check, with Cash flow and Networth analysis
Review of Existing Insurance and Investment Products
Loans and Debt management counseling
Goal-based Investments Planning
Retirement Planning
Mutual Funds, Bonds, bank deposits, Post office deposits, PMS, etc.)
Basic Estate Planning Advice
Income Tax Return Filing
