Gajendra Kothari, CFA
4 SlideShares 9 Followers
Personal Information
Unternehmen/Arbeitsplatz
Mumbai Area, India India
Beruf
Managing Director & CEO
Branche
Finance / Banking / Insurance
Webseite
http://www.eticawealth.com
Info
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
Kontaktdetails
Tags
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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Etica Wealth Management - SIP Presentation

Vor 12 Jahren • 994 Aufrufe