Shreyansh Kumar
Agra
Education Level : Graduate
Licenses Held
- AMFI Mutual Fund Distribution
- SEBI Registered Investment Advisor
- IRDA Insurance Agency
Services Offered
- Comprehensive Financial Planning
- Retirement Planning
- Clients Education & Marriage
- Tax Saving & Planning
- Risk Management - Life & Health
- Basic Financial Planning
- Financial Health Checkup & Streamlining
- Investment Management
Experience Level : 4 Years
Certifications Held
- Qualified Personal Finance Professional (QPFP)
Products Offered
- Mutual Funds
- PMS & AIFs
- Life Insurance
- Health Insurance
- Home & Motor Insurance
- Deposits & Bonds
Education Level : Graduate
Experience Level : 4 Years
Licenses Held
- AMFI Mutual Fund Distribution
- SEBI Registered Investment Advisor
- IRDA Insurance Agency
Certifications Held
- Qualified Personal Finance Professional (QPFP)
Services Offered
- Comprehensive Financial Planning
- Retirement Planning
- Clients Education & Marriage
- Tax Saving & Planning
- Risk Management - Life & Health
- Basic Financial Planning
- Financial Health Checkup & Streamlining
- Investment Management
Services Offered
- Mutual Funds
- PMS & AIFs
- Life Insurance
- Health Insurance
- Home & Motor Insurance
- Deposits & Bonds