Gajendra Kothari, CFA
4 SlideShares 9 Seguidores
Personal Information
Organização/Local de trabalho
Mumbai Area, India India
Cargo
Managing Director & CEO
Setor
Finance / Banking / Insurance
Site
http://www.eticawealth.com
Sobre
Currently involved in advising HNIs and Salaried investors in managing their personal wealth which includes formulating a Financial Plan, recommending various investments viz. Mutual Funds, Bonds, Fixed Deposits, Life & Health Insurance etc to achieve the financial goals. Also passionate about creating financial awareness through financial literacy workshops at various corporates, B-schools, Colleges and other investor forums
Detalhes do contato
Marcadores
mutual funds taxation on insurance taxation on financial products capital gain taxation on gold india income tax systematic investment planning sip health insurance general insurance life insurance term insurance risk planning insurance planning financial planning wealth management
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