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Services and Advisory Offered

  • Personal Financial Consultancy & Planning
  • Investment Planning
  • Retirement Planning
  • Income Tax Planning
  • Health, Life & General Insurance Planning.
  • Portfolio & Wealth Management
  • Loan Management – Home & Personal Loan.
  • Will Writing Services
  • Mutual Fund & Others.

I am the first Certified Financial Planner (CFP) at ALIGARH and want to enhance financial literacy in society.

Have worked with different organizations at different responsibilities from low level to regional and Branch Manager in sales and Financial Market products.

LICENSE

  • Mutual Fund – AMFI Register Mutual Fund Distributor ARN-97631
  • Certified Financial Planner (CFP)

Experience & Qualification

Qualification

CFP

Experience as an Advisor

25 Years

Total work Experience

25 Years

Affiliations

  • FPSB & AMFI
Mr. Manoj Kumar Gupta, Certified Financial Planner (CFP).

Contact Us

 

Creative Wealth & Health Consultant

Contact Person – Mr. Manoj Kumar Gupta, Certified Financial Planner (CFP).
Address – Vedic Ashram Gate No -2
Opp. Devatrya Hospital
Ramghat Road,
ALIGARH -202001, Uttar Pradesh.

Mobile – +91 90580 65225 (WhatsApp)

E-mail – manojgupta5870@gmail.com

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