Expert Financial Advisors in Model Town, New Delhi, Delhi, India

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Puneet Munjal

64 Tagore Park
Model Town, New Delhi, Delhi, India

Services Offered


We started our career with Auto loans and later added various loans to our advisory. In the year 2006 we tied up Reliance Securities as a franchisee for Capital Markets. At present we have around 400 customers under our belt. Recently we have tied up Moti lal Oswal a leading company in Capital markets offering various products for alternate investments. the product range includes PMS Mutual Funds IPO REITS just to name a few. We also provide services for demat accounts and online trading platform for stocks currency and commodities. The owner is a qualified Research Analyst cleared NISM research analyst exam. Also cleared common derivative and mutual fund exams conducted by NISM. The owner has also completed PGEPFM i.e post graduate executive program in financial management conducted jointly by NSE and NIFM. He was honoured with gold medal.

Work Experience

Experience (21 Years)

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Education

Degree Name

  1. Graduate

Certificate

  1. Certified Credit Research Analyst (CCRATM)
  2. Derivatives (Advanced) Module
  3. Fundamental Analysis Module
  4. IRDA LC 33

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