Jyoti H Daftari
DAFTARI INVESTMENTS
Mumbai
Education Level : Graduate
Licenses Held
- AMFI Mutual Fund Distribution
- IRDA Insurance Agency
Services Offered
- Comprehensive Financial Consultancy
- Retirement Consultancy
- Children's Education Consultancy
- Tax Planning Consultancy
- Risk Management Consultancy
- Basic Financial Consultancy
- Investment Management Consultancy
- Wills & Succession Consultancy
- Financial Health Checkup & Streamlining
Experience Level : 22
Certifications Held
- Qualified Personal Finance Professional (QPFP)
Products Offered
- Mutual Funds
- Life Insurance
- Health Insurance
- Other Insurances (Motor,Home,etc)
- Deposits & Bonds
- PMS & AIFs
- Loans
- Post Office & Government Schemes
Education Level : Graduate
Experience Level : 22
Licenses Held
- AMFI Mutual Fund Distribution
- IRDA Insurance Agency
Certifications Held
- Qualified Personal Finance Professional (QPFP)
Services Offered
- Comprehensive Financial Consultancy
- Retirement Consultancy
- Children's Education Consultancy
- Tax Planning Consultancy
- Risk Management Consultancy
- Basic Financial Consultancy
- Investment Management Consultancy
- Wills & Succession Consultancy
- Financial Health Checkup & Streamlining
Services Offered
- Mutual Funds
- Life Insurance
- Health Insurance
- Other Insurances (Motor,Home,etc)
- Deposits & Bonds
- PMS & AIFs
- Loans
- Post Office & Government Schemes