About Me
We are a private wealth management firm dedicated to providing tailored financial solutions to our clients. Our strategic approach ensures that your financial goals are met with precision. We offer a diverse range of services and products designed to align with your unique needs. At Add Plans, our core values of trust and determination drive us to consistently deliver excellence and exceed expectations.
Experience & Qualification
- Qualification
- Not provided
- Experience as an Advisor
- Not provided
- Total Work Experience
- Not provided
Services & Advisory Offered
- Equity Mutual Fund
- Debt Mutual Fund
- Hybrid Mutual Fund
- PMS (Portfolio Management System)
- Corporate Fixed Deposit (FAAA rated)
- Mutual Funds
- Systematic Investment Plans
- Tax Savers
- Portfolio Management System
- Fixed deposits
Awards & Achievements
No awards or achievements listed.
License Information
- ARN Number
- 144293
- Validity period
- 12/03/2024 - 19/04/2027
