Hitesh Soni
CheckInvestment
Bangalore
Education Level : Post Graduate
Licenses Held
- AMFI Mutual Fund Distribution
- IRDA Insurance Agency
Services Offered
- Comprehensive Financial Planning
- Retirement Planning
- Clients Education & Marriage
- Tax Saving & Planning
- Risk Management - Life & Health
- Basic Financial Planning
- House Purchase Planning
- Investment Management
- Wills & Succession Planning
- Financial Health Checkup & Streamlining
Experience Level : 17 Years
Certifications Held
- Qualified Personal Finance Professional (QPFP)
Products Offered
- Mutual Funds
- PMS & AIFs
- Life Insurance
- Health Insurance
- Deposits & Bonds
- Post Office & Government Schemes
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
- Comprehensive Financial Planning
- Retirement Planning
- Clients Education & Marriage
- Tax Saving & Planning
- Risk Management - Life & Health
- Basic Financial Planning
- House Purchase Planning
- Investment Management
- Wills & Succession Planning
- Financial Health Checkup & Streamlining
Services Offered
- Mutual Funds
- PMS & AIFs
- Life Insurance
- Health Insurance
- Deposits & Bonds
- Post Office & Government Schemes