Urmil Trivedi,CWM®,AFGP®,CFGP®

Financial Expert and Planner

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Language
English, Hindi & Gujarati

Industry
FINANCIAL PLANNING

Experts area
Financial Planning Mutual Funds Insurance Estate Planning Tax Planning

About Me

I am Urmil Trivedi, Chartered Wealth Manager (CWM®) , Chartered Financial Goal Planner (CFGP®), Advanced Financial Goal Planner® (AFGP®) by American Academy of Financial Management (AAFM), Fixed Fee Only SEBI Registered Investment Advisor (RIA) and I am also designated as a FAAFM Fellow of the American Academy of Financial Management®. As a Registered Investment Advisor (RIA), I allow to charge only fees from clients and not receive any commission/ brokerages/ incentives from product distribution. I am practicing as a “Fixed Fee Only Investment Advisor”. This ensures that the advice is unbiased and the fee which you pay me is the only my source of income.

Experience & Qualification

Experience
I have 8 years of experience in Financial Planning.
Qualification
Chartered Wealth Manager (CWM®) , Chartered Financial Goal Planner (CFGP®), Advanced Financial Goal Planner® (AFGP®) by American Academy of Financial Management (AAFM). Post Graduate Diploma in Business and Corporate Laws.

Service Charge

Available Mode Charge (INR) Duration (Min)
Email Rs. 1500
Phone Rs. 1500 30 min
On Meeting Rs. 2500 60 min

Available Timing

Monday 11:00 AM 6:00 PM
Tuesday 11:00 AM 6:00 PM
Wednesday 11:00 AM 6:00 PM
Thursday 11:00 AM 6:00 PM
Friday 11:00 AM 6:00 PM
Saturday 11:00 AM 6:00 PM
Sunday 11:00 AM 1:00 PM
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