Listing Details
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Piyush Patel
I was working in the field of Civil Engineering, land surveys, since 1990 to 2015. I was founder partner of Theotech Engineers & Theodesh Consultants. After 2015 left the civil engineering field and started working in the financial field as this is the joyful activity for me.
AMFI Qualified Mutual Fund Distributor ( MFD ) registered with all Mutual Funds. I am using BSE Star MF platform for paperless transactions.
Mutual Fund – ARN No. 108655
Since – 21-01-2016
IRDA qualified Insurance Advisor. Using different platforms for Life & General Insurance. Also registered with BSE Ebix for catering insurance customers.
Life Insurance – IRDA No. 5501608
Consultant Information
Specialty
Education
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M.E. ( Civil ) , A.M.I.E
Specializations
Specializations
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Mutual Funds / Bonds
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Retirement Planning NPS
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Portfolio Management
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Will Planning
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Advanced tax planning
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Health Insurance
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Tax planning for business owners
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Property / Home Insurance
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Retirement Planning /Insurance
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Life Insurance
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Basic Tax Planning
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Business Insurance
Key Information
Do I have certifications pertaining to financial planning?
No
Am I certified as a financial planner?
No
My Fee & Services Structure
I charge fees on
A percentage of assets or portfolio value
Do I offer discounts to ArthaSarathi clients?
No
Prefred Way of Meeting
Both(Physical/Online)
I will review your portfolio
Yearly
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