Vivekh Pathak
Finance and You
Gurugram
Education Level : Post 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
- House Purchase Consultancy
- Investment Management Consultancy
- Wills & Succession Consultancy
- Financial Health Checkup & Streamlining
- Other (please specify)
Experience Level : 18
Certifications Held
- Qualified Personal Finance Professional (QPFP)
- Certified Financial Planner (CFP)
Products Offered
- Mutual Funds
- Deposits & Bonds
- Post Office & Government Schemes
- P2P
- Loans
Education Level : Post Graduate
Experience Level : 18
Licenses Held
- AMFI Mutual Fund Distribution
- IRDA Insurance Agency
Certifications Held
- Qualified Personal Finance Professional (QPFP)
- Certified Financial Planner (CFP)
Services Offered
- Comprehensive Financial Consultancy
- Retirement Consultancy
- Children's Education Consultancy
- Tax Planning Consultancy
- Risk Management Consultancy
- Basic Financial Consultancy
- House Purchase Consultancy
- Investment Management Consultancy
- Wills & Succession Consultancy
- Financial Health Checkup & Streamlining
- Other (please specify)
Services Offered
- Mutual Funds
- Deposits & Bonds
- Post Office & Government Schemes
- P2P
- Loans