Mega Financial Planners
1. Mr. I. B. Gandhi aged 69 years, has a vast experience of even the global markets of East African countries, working as financial consultant since last 18 yrs. in Rajkot region. He is AMFI( for Advisor to Mutual Fund Investment) as well as IRDA (for selling Life and Non Life Insurance) Certified Financial Advisor.
2. Mr. S. I. Gandhi aged 39 years, did his schooling in English Medium from Rajkot and thereafter B.Com. from Saurashtra Uni. Rajkot. He has also passed recent AMFI MF Distribution module by securing 74.75% and probably the first person to pass such an examination from Rajkot District. Further to his credit, he is also IRDA certified. He has also passed 1st module of Certified Financial Planners.
3. Mrs P. S.Gandhi, aged 39 years is a commerce graduate. She is AMFI( for Advisor to Mutual Fund Investment) as well as IRDA (for selling Life and Non Life Insurance) Certified Financial Advisor.
Milestones, Certification and Awards.
* Financial services business since 1982.
* Mutual Fund business since 1997.
* Winner of National Annual Convention of Franklin Templeton since ast 5 year. ( in fact it is there since last 5 years.
* Winner of Pru Chariman Award of Pru ICICI since last 4 years.
* First candidate to appear & achieve the highest score of marks in AMFI On line Examination.
* All the key members of the organisations are AMFI & IRDA (Life & Non Life both) & NCFM Qualified
* 1st organisation to use offline software for Mutual Fund in Saurashtra region
* 1st organisation to host the website.
* 1st organisation to be the frenchisee of Stock Holding Corporation to help the Dematting of the Portfolio.
* District Representative of Franklin Templeton (Earstwhile Kothari Pioneer.)
* District representative of Tata Mutual fund including handling the operations of the AMC with CAMS.
* Agency Managers of ICICI PRU AMC & winner of PRU Chairman in AM category across India.