Pratiksha Naik
Moneybolism Financial Planners
Thane
Education Level : Post Graduate
Licenses Held
Services Offered
- Comprehensive Financial Planning
- Retirement Planning
- Clients Education & Marriage
- Tax Saving & Planning
- Risk Management - Life & Health
- Basic Financial Planning
- House Purchase Planning
- Wills & Succession Planning
- Financial Health Checkup & Streamlining
Experience Level : 3 Years
Certifications Held
- Qualified Personal Finance Professional (QPFP)
- Certified Financial Planner (CFP)
Education Level : Post Graduate
Experience Level : 3 Years
Licenses Held
Certifications Held
- Qualified Personal Finance Professional (QPFP)
- Certified Financial Planner (CFP)
Services Offered
- Comprehensive Financial Planning
- Retirement Planning
- Clients Education & Marriage
- Tax Saving & Planning
- Risk Management - Life & Health
- Basic Financial Planning
- House Purchase Planning
- Wills & Succession Planning
- Financial Health Checkup & Streamlining