Birju Kiritkumar Acharya
Trending
Ahmedabad
Mutual Fund Portfolio & Analysis
Portfolio Restructure
Financial Planning
About Me
Birju Acharya is the founder of Birju Acharya CFP CWM, a leading financial firm in Ahmedabad. With 17 years of extensive experience in portfolio management, financial planning analysis, and business development, he is a highly skilled and certified financial planner. Throughout his career, he has successfully managed large businesses in the financial services industry. He is dedicated to educating and guiding clients on key financial areas, including mutual funds, retirement planning, stock market investments, insurance, tax strategies, and education planning.
Experience & Qualification
- Qualification : -
- Experience as an Advisor : -
- Total work Experience : 17+ Years
Services and Advisory Offered
- Mutual Fund Portfolio & Analysis
- Portfolio Restructure
- Financial Planning
- Stock Portfolio & Analysis
- Portfolio Management Services
- Demat A/C Planning
- Need base Investment
- Trust Investment Planning
- Goal-Based Planning
- Wealth Management
- Portfolio Investment & Analysis
- Retirement Planning
Awards and Archievment
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License
- Mutual Fund - ARN No. 55750 - Validity (08/08/2024) To (07/08/2027)
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Contact Us
Office No : 919825126655Phone No : 2766234151 -
Address
A-402,APOORVAM,OPP.ARYANCITY VANDEMATRAM CROSS ROAD GOTA, 382481, 382481
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Open 08:00 AM - 07:00 PM ( Mon - Sat ) -
17+ Years of experience
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GSTIN : -
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ARN No : 55750
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