NISM-Series- V-A: Mutual Fund Distributors (MFD) Certification
(NISM -201900080980 Valid till July 27, 2022)
AMFI Registered Financial Planner (ARN Updates Soon)
Office Address:
Office
H.NO: 11-13-909/s3, Shop no 3 Jojo wealth Advisory
Gayatri Towers, 1st floor, besides Karachi bakery, Road No 2, Green hills colony, Kothapet, Hyderabad, Telangana, India 500035.
Whatsapp: 8555092022.
Contact: [email protected]
We provide awareness for Financial Planning
1. Risk Analysis & Insurance Planning
2. Retirement Planning & Employee Benefits
3. Investment Planning
4. Tax Planning & Estate Planning
Risk Profiling and Asset Allocation
Financial Health Check, with Cash flow and Networth analysis
Review of Existing Insurance and Investment Products
Loans and Debt management counseling
Goal-based Investments Planning
Retirement Planning
Mutual Funds, Bonds, bank deposits, Post office deposits, PMS, etc.)
Basic Estate Planning Advice
Income Tax Return Filing