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