Amit Patel
Independent Financial Advisor
Mehsana
Education Level : Post Graduate
Licenses Held
- AMFI Mutual Fund Distribution
- Stock Sub-Broking
Services Offered
- Comprehensive Financial Planning
- Clients Education & Marriage
- Basic Financial Planning
- Investment Management
- Financial Health Checkup & Streamlining
- Retirement Planning
- Tax Saving & Planning
- House Purchase Planning
- Wills & Succession Planning
- Business Start up Planning
Experience Level : 15 Years
Certifications Held
- Qualified Personal Finance Professional (QPFP)
- MFP- Magnetic Financial Planner
Products Offered
- Mutual Funds
- PMS & AIFs
- Life Insurance
- Health Insurance
- Deposits & Bonds
- Post Office & Government Schemes
- Stock Broking
Education Level : Post Graduate
Experience Level : 15 Years
Licenses Held
- AMFI Mutual Fund Distribution
- Stock Sub-Broking
Certifications Held
- Qualified Personal Finance Professional (QPFP)
- MFP- Magnetic Financial Planner
Services Offered
- Comprehensive Financial Planning
- Clients Education & Marriage
- Basic Financial Planning
- Investment Management
- Financial Health Checkup & Streamlining
- Retirement Planning
- Tax Saving & Planning
- House Purchase Planning
- Wills & Succession Planning
- Business Start up Planning
Services Offered
- Mutual Funds
- PMS & AIFs
- Life Insurance
- Health Insurance
- Deposits & Bonds
- Post Office & Government Schemes
- Stock Broking