Ajay Bakshi - QPFP Certification Program by Network FP

Ajay Bakshi

Ajay Bakshi

SECURA FINVEST
Mohali
Education Level : Post Graduate
Licenses Held
  • AMFI Mutual Fund Distribution
  • IRDA Insurance Agency

Services Offered

  • Children's Education Consultancy
  • Tax Planning Consultancy
  • Risk Management Consultancy
  • Basic Financial Consultancy
  • House Purchase Consultancy
  • Investment Management Consultancy
  • Wills & Succession Consultancy
  • Financial Health Checkup & Streamlining
  • Comprehensive Financial Consultancy
  • Retirement Consultancy
Experience Level : 17 years
Certifications Held
  • Qualified Personal Finance Professional (QPFP)

Products Offered

  • Mutual Funds
  • PMS & AIFs
  • Life Insurance
  • Health Insurance
  • Deposits and Bonds
  • Real Estate Investments
  • Stock Broking
Education Level : Post Graduate
Experience Level : 17 years
Licenses Held
  • AMFI Mutual Fund Distribution
  • IRDA Insurance Agency
Certifications Held
  • Qualified Personal Finance Professional (QPFP)

Services Offered

  • Children's Education Consultancy
  • Tax Planning Consultancy
  • Risk Management Consultancy
  • Basic Financial Consultancy
  • House Purchase Consultancy
  • Investment Management Consultancy
  • Wills & Succession Consultancy
  • Financial Health Checkup & Streamlining
  • Comprehensive Financial Consultancy
  • Retirement Consultancy

Services Offered

  • Mutual Funds
  • PMS & AIFs
  • Life Insurance
  • Health Insurance
  • Deposits and Bonds
  • Real Estate Investments
  • Stock Broking

Contact Ajay Bakshi

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