Haresh Punjabi
Naikwealth Planners Pvt Ltd
Mumbai
Education Level : Post Graduate
Licenses Held
- AMFI Mutual Fund Distribution
Services Offered
- Comprehensive Financial Planning
- Retirement Planning
- Clients Education & Marriage
- Tax Saving & Planning
- Risk Management - Life & Health
- Investment Management
Experience Level : 3 Years
Certifications Held
- Qualified Personal Finance Professional (QPFP)
Products Offered
- Mutual Funds
- Life Insurance
- Health Insurance
- Home & Motor Insurance
Education Level : Post Graduate
Experience Level : 3 Years
Licenses Held
- AMFI Mutual Fund Distribution
Certifications Held
- Qualified Personal Finance Professional (QPFP)
Services Offered
- Comprehensive Financial Planning
- Retirement Planning
- Clients Education & Marriage
- Tax Saving & Planning
- Risk Management - Life & Health
- Investment Management
Services Offered
- Mutual Funds
- Life Insurance
- Health Insurance
- Home & Motor Insurance