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- +91 8097492827
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Mr. Shubh Patel, a Commerce graduate, CERTIFIED FINANCIAL PLANNER® and NISM Certificate holder has an experience of more than 3 years in Financial Planning, Client management and Mutual fund Distribution.
CERTIFIED FINANCIAL PLANNER® certification is a mark of excellence, most prestigious and globally recognized qualification which is awarded to financial planners who meet stringent standards of education, examination, experience, and ethics. Globally, CFP® certification signifies that a financial planner has undergone rigorous training and assessment to offer comprehensive financial advice and planning services to clients.
Holding a CFP® designation demonstrates a commitment to professional excellence and ethical conduct in the field of financial planning, ensuring clients receive expert guidance tailored to their financial goals and aspirations.
Mr. Vikram Patel, a Software Engineer and NISM Certificate holder had to undertake family responsibilities very early in life making him realise the importance of financial discipline and investments. He is a seasoned mutual fund investor since 2008 and has seen all sorts of market ups and downs,human behaviours and biases in investment decision making. He believes in interest of investors, Ethical standards, Risk profiling , Asset allocation and periodical portfolio rebalancing.
B-709, 7th Floor, Rajshivam
Chs Ltd, Shiv Vallabh Road,
Ashokvan, Dahisar - East,
Mumbai - 400068.
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme-related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in the future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structures (TER) applicable at the time of making the investment before finalizing any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure of commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor | ARN - 295048