Arzan Ichhaporia, Kredere Wealth Partners, India

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Arzan Ichhaporia

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19 upvotes
30 queries answered

Mumbai

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Summary

A Personal Finance Professional with knowledge across Investment Planning and Analysis, Portfolio Management, Asset Allocation, Relationship Management, Wealth Management and Retirement planning.I am a CFP, CWM and CFA Level 2 Candidate. Currently working as an AVP for Kredere Wealth Partners in the product vertical managing clients’ portfolio and recommending strategies and suggestions for the same.

Client profile

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Anual Income:

Upto 3 lacs

3-6 lacs

6-12 lacs

12-30 lacs

30-60 lacs

60 lacs & above

Type of occupation:

Salaried

Self employed

Business owner

Nationality:

Indian

NRI/PIO

Foreign National

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Experience

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