Manish Pravinchandra Dutia
Morag Finserve
Mumbai
Education Level : Post Graduate
Licenses Held
- AMFI Mutual Fund Distribution
- IRDA Insurance Agency
- Stock Sub-Broking
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
- Financial Products Distributor
- Corporate Fixed Deposit, All Types of Bonds
- All Types of General Insurance Brokers
Experience Level : 20 Years
Certifications Held
- Qualified Personal Finance Professional (QPFP)
- Certified Financial Planner (CFP)
- Financial Economists from K J Somaiya Inst of Management
Products Offered
- Mutual Funds
- PMS & AIFs
- Life Insurance
- Health Insurance
- Home & Motor Insurance
- Loans
- Deposits & Bonds
- Real Estate Investments
- Stock Broking
Education Level : Post Graduate
Experience Level : 20 Years
Licenses Held
- AMFI Mutual Fund Distribution
- IRDA Insurance Agency
- Stock Sub-Broking
Certifications Held
- Qualified Personal Finance Professional (QPFP)
- Certified Financial Planner (CFP)
- Financial Economists from K J Somaiya Inst of Management
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
- Financial Products Distributor
- Corporate Fixed Deposit, All Types of Bonds
- All Types of General Insurance Brokers
Services Offered
- Mutual Funds
- PMS & AIFs
- Life Insurance
- Health Insurance
- Home & Motor Insurance
- Loans
- Deposits & Bonds
- Real Estate Investments
- Stock Broking