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Complete CFPCM Directory

S.No.CFP CertificantDesignationCompanyCityEmploymentProfile
1 Ajay Kakar Chief Marketing Officer Aditya Birla Group Corporate View
2 Anil Chopra CEO AND Director Bajaj Capital Ltd. Corporate View
3 Arpan N Thanawala Partner Thanawala Consultancy Services Self-employed View
4 Kaushik Deva Senior Vice President BNP Paribas Corporate View
5 Suresh Kumar Development Officer LIC Of India New Delhi Corporate View
6 Yogesh N Bihani Financial Advisor Future Plus Financial Services Pvt. Ltd. Ahmadnagar Self-employed View
7 Ruja S Sutaria proprietor and faculty at various educational institutes rameshchandra s shah & co (chartered accountants) Ahmedabad Self-employed View
8 Roshni R Shah Team Administrator Aon Hewitt Financial Advice Ahmedabad Corporate View
9 ManojKumar S Dhawan Regional Head-Investment Services Anand Rathi Shares & Brokers Ahmedabad Corporate View
10 Madhur M Todi Managing Director Mera Money Advisors Pvt Ltd Ahmedabad Self-employed View
11 Rashmi R Kotian Manager ASK Wealth Advisors Ahmedabad Other View
12 Bhavesh shah Financial Planner Bhavesh Shah Ahmedabad Self-employed View
13 Sujith R Nair Financial Planner Self-employed Ahmedabad Self-employed View
14 Vivek N Shah Founder & Chief Financial Planner Finrise Financial Planners Ahmedabad Self-employed View
15 Ami Shah Investment Consultant Ami Shah Ahmedabad Self-employed View
16 Jigar N Sheth DIRECTOR SIMANDHAR BROKING LIMITED Ahmedabad Corporate View
17 Nitin R Patel Investment Consultant Nitin Patel Ahmedabad Self-employed View
18 Shital A Shah PARTNER A G FINANCIAL SERVICES Ahmedabad Self-employed View
19 Dhawal L Jani Financial Planner Dhawal Jani Ahmedabad Self-employed View
20 Krunal K Patel Senior Manager Sundaram Asset Management Company Limited Ahmedabad Corporate View
21 JASMIN S MEHTA VICE PRESIDENT AND BUSINESS HEAD -WEST HDFC AMC LIMTED Ahmedabad Corporate View
22 Hitesh Jain Director Oswal Dhan Pvt. Ltd. Ahmedabad Self-employed View
23 NILESH C SHAH PROPRIETOR NCS INVESTMENT Ahmedabad Self-employed View
24 Pragnesh Patel Branch Sales Manager Last assignment was with HDFC Standard Life Insurance Co. Ltd Ahmedabad Corporate View
25 NARAYAN P KHATRI Financial Planner Dolfin Investments Ahmedabad Other View
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