Personal Information
Organization / Workplace
Surat Area, India India
Occupation
CERTIFIED FINANCIAL PLANNER CM
Industry
Finance / Banking / Insurance
About
Over 14 years of experience in financial industry and more than 5 year directily engaged with people to take proper financial solution. It is my hobby to serve better with ethical standard and helping the people in taking right finacial decision with moral & professional responsibility. By taking a degree of CFP , I have proven my self that the way and competancy level for guiding the people in the fiancial era with international & professional level and ethical standered.
Specialties: Life cycle base, goal base financial planning , Tax planning , Retirement Planning and Managing investment with appropriate risk profile of the customer and also risk management.
Contact Details
Users following Anil Patel