Aagam Lodaria
NA
Mumbai
Education Level : Graduate
Licenses Held
- AMFI Mutual Fund Distribution
Services Offered
- Comprehensive Financial Consultancy
- Retirement Consultancy
- Children's Education Consultancy
- Tax Planning Consultancy
- Basic Financial Consultancy
- House Purchase Consultancy
- Investment Management Consultancy
- Wills & Succession Consultancy
Experience Level : 1.3
Certifications Held
- Qualified Personal Finance Professional (QPFP)
- Chartered Wealth Manager (CWM)
Products Offered
- Mutual Funds
- Life Insurance
- Health Insurance
- Other Insurances (Motor,Home,etc)
- Deposits & Bonds
- Real Estate Investments
Education Level : Graduate
Experience Level : 1.3
Licenses Held
- AMFI Mutual Fund Distribution
Certifications Held
- Qualified Personal Finance Professional (QPFP)
- Chartered Wealth Manager (CWM)
Services Offered
- Comprehensive Financial Consultancy
- Retirement Consultancy
- Children's Education Consultancy
- Tax Planning Consultancy
- Basic Financial Consultancy
- House Purchase Consultancy
- Investment Management Consultancy
- Wills & Succession Consultancy
Services Offered
- Mutual Funds
- Life Insurance
- Health Insurance
- Other Insurances (Motor,Home,etc)
- Deposits & Bonds
- Real Estate Investments