Listing Details
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Gaurav Verma
I am an independent finanical consultant and a Senior Business Associate with TATA AIA, having over 10 years of experience in investments, insurance and wealth management. I am founder of RupeeLadder.com and we currently provide the following services:
1. Finanical Planning and Wealth Management
2. Life and Health Insurance (Risk Coverage)
3. Fixed Deposits and Bonds
4. Equity Trading and Mutual Funds
Consultant Information
Specialty
Education
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Graduate and Above
Specializations
Specializations
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Mutual Funds / Bonds
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Retirement Planning NPS
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Health Insurance
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Life Insurance
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Demat accounts
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Financial Plan creation
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Portfolio Management
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Retirement Planning /Insurance
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NRI Financial Planning
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Business Insurance
Key Information
Am I certified as a financial planner?
No
My Fee & Services Structure
I charge fees on
A fixed rupee value proportional to asset or portfolio value
Do I offer discounts to ArthaSarathi clients?
Yes
Prefred Way of Meeting
Both(Physical/Online)
I will review your portfolio
Quaterly
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