Devendra Patel
Moneyplus Financial And Consultancy Services LLP
Jalgaon
Education Level : Post Graduate
Licenses Held
- AMFI Mutual Fund Distribution
- IRDA Insurance Agency
- Stock Sub-Broking
Services Offered
- Retirement Planning
- Clients Education & Marriage
- Tax Saving & Planning
- Risk Management - Life & Health
- Basic Financial Planning
- Investment Management
- Wills & Succession Planning
- Financial Health Checkup & Streamlining
Experience Level : 5 Years
Certifications Held
- Qualified Personal Finance Professional (QPFP)
Products Offered
- Mutual Funds
- Life Insurance
- Health Insurance
- Home & Motor Insurance
- Deposits & Bonds
- Stock Broking
Education Level : Post Graduate
Experience Level : 5 Years
Licenses Held
- AMFI Mutual Fund Distribution
- IRDA Insurance Agency
- Stock Sub-Broking
Certifications Held
- Qualified Personal Finance Professional (QPFP)
Services Offered
- Retirement Planning
- Clients Education & Marriage
- Tax Saving & Planning
- Risk Management - Life & Health
- Basic Financial Planning
- Investment Management
- Wills & Succession Planning
- Financial Health Checkup & Streamlining
Services Offered
- Mutual Funds
- Life Insurance
- Health Insurance
- Home & Motor Insurance
- Deposits & Bonds
- Stock Broking