Satish Shah

My Services

*Portfolio management through Mutual fund Investment For Wealth creation *Need base solutions like Child Education, Retirement Planning, Wealth creation. *Health solution for Family. *Family financial security through Life insurance product. *Tax Planning through Tax saving instrument along with wealth creation.

Advisory type

Consulting, Tax

Service line

Other Services, Tax Planning

Expertise

Wealth creation

College / University Degrees

Bachelor

PUNE UNIVERCITY

Specialized training, Certifications

*AMFI CERTIFICATION COURSE FOR MUTUALFUND DISTRIBUTORS THROUGH NISM. *IRDA LICENCE FOR INSURANCE BUSINESS, *LUTCF CERTIFICATION COURSE

Languages

English, Gujarati, Hindi, Marathi