- +91 9927018187
-
.png)
.png)
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
Copyright © Nidhi Nivesh. All rights reserved.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor – ARN-000 | Date of initial registration – 00 APR 0000 | Current validity of ARN – 00 APR 0000
Grievance Officer- Mr. ABCD | demo@yourdomain.com
Copyright 2024. Company name. Important Links | Disclaimer | Disclosure | Privacy Policy | SID/SAI/KIM | Code of Conduct | SEBI Circulars | AMFI Risk Factors