Kosar Tidiwala
Financial Planner @Fintoo
Mumbai, MH, IN
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2015 — Present
Financial Planner @Fintoo
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Mumbai, IN
My job is to provide professional and customised support to UHNI and HNI clients on wealth Management. It Includes Tax Planning, Wealth Protection, Will Planning, Estate Planning and Risk Assessment, International and Domestic Equity, Bonds & G-sec.
EDUCATION
2013 — 2014
Persuing CFP from FPSB(Financial Planning Standards Board India)
CFP(Certified Financial Planner), Financial Planning and Services
2010 — 2012
Pacific business school udaipur
Master of Business Administration (MBA)
ABOUT KOSAR TIDIWALA
I am MBA in Finance and CFA Candidate, Having + 10 years of experience in Personal…
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