Shradha Mohta
Trustedarms Wealth Management LLP
Kolkata
Education Level : Graduate
Licenses Held
- AMFI Mutual Fund Distribution
Services Offered
- Retirement Consultancy
- Children's Education Consultancy
- Risk Management Consultancy
- Basic Financial Consultancy
- House Purchase Consultancy
- Investment Management Consultancy
- Financial Health Checkup & Streamlining
Experience Level : 1
Certifications Held
- Qualified Personal Finance Professional (QPFP)
Products Offered
- Mutual Funds
- PMS & AIFs
- Life Insurance
- Health Insurance
- Other Insurances (Motor,Home,etc)
- Deposits & Bonds
Education Level : Graduate
Experience Level : 1
Licenses Held
- AMFI Mutual Fund Distribution
Certifications Held
- Qualified Personal Finance Professional (QPFP)
Services Offered
- Retirement Consultancy
- Children's Education Consultancy
- Risk Management Consultancy
- Basic Financial Consultancy
- House Purchase Consultancy
- Investment Management Consultancy
- Financial Health Checkup & Streamlining
Services Offered
- Mutual Funds
- PMS & AIFs
- Life Insurance
- Health Insurance
- Other Insurances (Motor,Home,etc)
- Deposits & Bonds