sonali modak

Vahal, Raigad MH - 410206

Rating

Rating

209

Profile Visits

5349

Views

Professional Working Hours 9.30 am to 5.30 am from Monday to Friday

22 years of experience in General insurance , Life insurance , Mutual funds


Experience & Qualifications

 

Qualification

Certified Financial Planner(CFP)

 

Experience as an advisor

22 Years 2 Months

 

Total work experience

22 Years 2 Months


Service & Advisory Offered

  • Life Insurance
  • Motor Insurance
  • Home Insurance
  • Health Insurance
  • Travel Insurance
  • Home Loans
  • Loan Against Property
  • Reverse Mortgage
  • Personal Loans
  • Loan Against Security
  • Mutual Funds
  • Demat and Trading Account
  • Infrastructure Bonds
  • Corporate FD
  • Fixed Deposits
  • PMS
  • Estate Planning
  • Financial Planning
  • Investment Planning
  • Business Loans
  • Tax Planning Services
  • Car Loan
  • Commercial Vehicle Finance

Affliation & Awards

 

• Planet money

 

CMD Club member in General Insurance • MDRT in LIC

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