FINTAO LLP
Trending
Ahmedabad
Goal Planning
Asset Allocation
Wealth Creation
About Me
We help transform dreamers into planners, ensuring that financial goals turn into reality with expert guidance and strategic planning. Our team of CFPCM-certified professionals, enriched with PGDM in Finance and multiple NSE, IRDA, and AMFI certifications, brings global expertise to financial advisory. With 5+ years of experience, we have managed ₹180+ crore in assets, serving 320+ families, including doctors, army officials, entrepreneurs, NRIs, and salaried individuals. Our commitment lies in delivering personalized, goal-driven financial solutions for long-term success.
Experience & Qualification
- Qualification : -
- Experience as an Advisor : 5 years
- Total work Experience : 5 years
Services and Advisory Offered
- Goal Planning
- Asset Allocation
- Wealth Creation
- Retirement Planning
- Tax Strategies
- NRI Services
Awards and Archievment
- -
License
- Mutual Fund - ARN No. 171866 - Validity (14/06/2023) To (20/07/2026)
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Contact Us
Office No : 7726029077Phone No : - -
Address
15/2 Surdhara Residency Plots Duntal College Road Vil Manipur, 380058, 380058
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Open 10:00 AM - 07:00 PM ( Mon - Sat ) -
5 years of experience
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GSTIN : -
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ARN No : 171866
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