Expert Financial Advisors in Gurugram, Haryana, India

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( 1 Review )

BullsVision Fintech India Pvt. Ltd.

Ikeva, Level-3, Rider House, Plot No. 136, Sector-44, Gurugram, Haryana
Gurugram, Haryana, India

Services Offered


Miss Karishma Jain is Post Graduate in Advanced Financial Planning from International College of Financial Planning and Certified Financial Planner (CFP), by clearing all six financial planning modules from Financial Planning Standard Boards, India (FPSB) affiliated with FPA, Australia. She has also cleared Intermediate Professional Competency Course (IPCC) in Chartered Accountant from ICAI, India. She has two years experience in Welcon Financials Pvt. Ltd. as Financial Planning Manager and Area Manager- Northern Region, India. She has an expertise in advising, executing and managing portfolio within carefully designed process framework in order to build and preserve wealth of clients.

Work Experience

Experience (15 Years)

Registration / License Number

  1. 143793 SEBI

Blog

Additional Advisor Information

Affiliation

Financial Planning Standard Boards of India

Client Meeting Preferences

In Person

Language Knowledge

Hindi, English, Bengali

Asset Managed

300000000

Education

Degree Name

  1. Post Graduate
  2. Bachelor of Commerce(B.Com)
  3. CA

Certificate

  1. Certified Financial Planner Certification
  2. Capital Market (Dealers) Module (CMDM)
  3. CFP Certifications
  4. Currency Derivatives: A Beginner'S Module
  5. Mutual Funds (Advanced) Module

Team Information

No team available

Award & Recognition

Awards

No awards available

News & Events

No News & Events Available

Clients Ratings & Reviews

1 REVIEWS

4.0/5

1 RATINGS

salim md
Jun 11, 2018

Ms karishma is good she treated well.

4.0/5

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