Samir Desai – QPFP Certification Program by Network FP

Samir Desai

Samir Desai

Desai Investments
Dahod
Education Level : Graduate
Licenses Held
  • AMFI Mutual Fund Distribution
  • IRDA Insurance Agency

Services Offered

  • Comprehensive Financial Planning
  • Retirement Planning
  • Clients Education & Marriage
  • Tax Saving & Planning
  • Risk Management - Life & Health
  • Basic Financial Planning
  • House Purchase Planning
  • Investment Management
  • Wills & Succession Planning
  • Financial Health Checkup & Streamlining
Experience Level : 34 Years
Certifications Held
  • Qualified Personal Finance Professional (QPFP)

Products Offered

  • Mutual Funds
  • PMS & AIFs
  • Life Insurance
  • Health Insurance
  • Deposits & Bonds
  • Post Office & Government Schemes
Education Level : Graduate
Experience Level : 34 Years
Licenses Held
  • AMFI Mutual Fund Distribution
  • 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
  • House Purchase Planning
  • Investment Management
  • Wills & Succession Planning
  • Financial Health Checkup & Streamlining

Services Offered

  • Mutual Funds
  • PMS & AIFs
  • Life Insurance
  • Health Insurance
  • Deposits & Bonds
  • Post Office & Government Schemes

Contact Samir Desai

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