I am an Investment & Insurance specialist
I work with People who want to create Generational Wealth and Mitigate Risk for their Families.
I Educate and help people understand their Financial Priorities in Life. I help Design Customised Investment solutions which will help them achieve their Financial Goals and manage Risks so that they can have Peace of Mind with Surety of Wealth.
Company Details
- Founded
- -
- Address
- Jasmine Apatment, 1st Floor, , Near Kailash Lassi Centre, Gautam Nagar, Dadar East, Mumbai, Maharashtra 400014, Dadasaheb Phalke Road,india
- Industry
- Investment Advice
- NAICS
-
Investment Advice
- Keywords
- Insurance, Health Insurance, Mutual Fund, Financial Literacy, Tax Saving, Childrens Education Planning, Retirement Planning, Life Insurance, Small Case, PMS, ETF, Fixed Deposits, Bonds, Goal Based Planning, Asset Allocation, Long Term Investing.
- HQ
- Mumbai, Maharashtra
- Competitors
- mutual fund distributor, Mutual Fund Round Table (MFRT), TRUST Mutual Fund, Mutual Fund Marketing, Mutual Fund Marketing Services, Mutual Fund Services, SBS FIN (AMFI Registered Mutual Fund Distributor), Mutual Fund & Insurance Adviser, MUTUAL FUND SERVICES, Vietnam Mutual Fund Market Analytics.
Vivek Satam, Qpfp®, Mms Questions
Vivek Satam, Qpfp®, Mms's website is https://members.networkfp.com/member/vivek-satam
Vivek Satam, Qpfp®, Mms's LinkedIn profile is https://in.linkedin.com/company/vivek-satam-pro
Vivek Satam, Qpfp®, Mms's industry is
Investment Advice
Vivek Satam, Qpfp®, Mms's top competitors are
Mutual Fund Distributor,
Mutual Fund Round Table (Mfrt),
Trust Mutual Fund,
Mutual Fund Marketing,
Mutual Fund Marketing Services,
Mutual Fund Services,
Sbs Fin (Amfi Registered Mutual Fund Distributor),
Mutual Fund & Insurance Adviser,
Mutual Fund Services,
Vietnam Mutual Fund Market Analytics.
Vivek Satam, Qpfp®, Mms's categories are Investment Advice
Vivek Satam, Qpfp®, Mms's founding year is 2017
