Pallavi Chaturvedi
BLUEESTONE Wealth Matters Pvt Ltd
New Delhi
Education Level : Graduate
Licenses Held
- AMFI Mutual Fund Distribution
- IRDA Insurance Agency
Services Offered
- Children's Education Consultancy
- Risk Management Consultancy
- Basic Financial Consultancy
- Investment Management Consultancy
- Financial Health Checkup & Streamlining
- Comprehensive Financial Consultancy
- Retirement Consultancy
Experience Level : 16 years
Certifications Held
- Qualified Personal Finance Professional (QPFP)
- Certified Financial Planner (CFP)
- LUTCF (Life Underwriter Training Council Fellow from The American College)
- PFA ( Professional Financial Advisor from LIMRA)
Products Offered
- Mutual Funds
- Life Insurance
- Health Insurance
Education Level : Graduate
Experience Level : 16 years
Licenses Held
- AMFI Mutual Fund Distribution
- IRDA Insurance Agency
Certifications Held
- Qualified Personal Finance Professional (QPFP)
- Certified Financial Planner (CFP)
- LUTCF (Life Underwriter Training Council Fellow from The American College)
- PFA ( Professional Financial Advisor from LIMRA)
Services Offered
- Children's Education Consultancy
- Risk Management Consultancy
- Basic Financial Consultancy
- Investment Management Consultancy
- Financial Health Checkup & Streamlining
- Comprehensive Financial Consultancy
- Retirement Consultancy
Services Offered
- Mutual Funds
- Life Insurance
- Health Insurance