A mutual fund distributor is an individual or company that helps investors purchase mutual fund shares. They act as intermediaries between investors and mutual fund companies, providing information and advice on different funds and helping investors select the ones that best meet their financial goals and risk tolerance.
I Jigar Shah, Financial Planner for 14 years, catering to 450+ Families and providing different services in the field of Insurance & Investments.
Help Individual’s in achieving financial success, hence securing, and achieving their Goals and Dreams. Plan investments with the sole motive of helping clients move toward a secure and peaceful Retirement maintaining the quality of life they desire. To provide excellent & time-sensitive service, product availability, and effective compliance.
To help 1000 families achieve financial well-being, reach financial life goals, have no financial stress, and develop a sense of financial freedom by 2025.
Mutual Funds Easy way to start Investment in the Equity Market with Lumpsum Investment as well as with a Systematic Investment Plan popularly Known as SIP. Investments start as low as Rs. 500 per month.
Life Insurance is to be taken for the Purpose of Securing the Family in unforeseen Events in an individual's Life. We Provide Human Life Calculations Based on advice for taking Life Insurance.
The sole purpose of Medical Insurance is to provide Financial Security in the event of Medical Emergencies. We advise products as per the Needs of the Individuals and family.
Personal Accidental Insurance Replaces the Income of the Individual in the event of an Accident and helps in Providing Financial Aid. We provide Value-based services as per the Customer Profile and Financial Documents.
We provide all types of Motor Insurance Including two & four-wheeler, multi-axel trailer fleets, buses, trucks, etc... We give Multiple Choices to select the Company and the add-ons to be added to Insurance.
Transport of Goods from One Place to another Place which needs to be Insured is called Marine Insurance, We Provide all Import - Export and Domestic transport of Goods Insurance under Marine Insurance.
Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.
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Rudi Consultancy is helping in identifying financial goals and preparing investment plans according to them. Their personalized advice and always ready-to-help approach is very helpful for me to intake financial decisions.
This Company is helping in identifying financial goals and preparing investment plans according to them. Their personalized advice and always ready-to-help approach is very helpful for me to intake financial decisions.
5, Gayatri Darshan CHS,
Zaver Road, Mulund - West,
Maharashtra, Mumbai, India