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Naveen Kumar specialises in the provision of high-end, discrete, wealth and investment advice, with his major expertise being in palnning, managing and monitoring investment portfolios on behalf of his clients sine 2006.
His large 600+ clientele include individuals, families and corporates both in India and overseas.
The range of services Naveen provides are extensive, and are individually tailored to client's financial needs and goals.
Naveen likes to work hand-in-hand with clients to assess their current position and objectives, and how best to achieve these in the most seamless way possible, using the best financial planning methods available.
Naveen has developed his expertise from a range of disciplines, with the completion of degree in commerce and law along with CFP (Certified Financial Planner) providing him with strong investment analysis skills as well as the understanding of legal, financial and taxation structures.
Naveen Kumar specialises in the provision of high-end, discrete, wealth and investment advice, with his major expertise being in palnning, managing and monitoring investment portfolios on behalf of his clients sine 2006.
17 Shivaji Road, Near Indian oil petrol
pump, E.K road Meerut 250001
+91 9927018187
+91 9359845535
0121-4030006
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