Amit Patel - QPFP Certification Program by Network FP

Amit Patel

Amit Kumar Patel

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

Contact Amit Patel

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