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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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