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Anand D Nanavati
CERTIFIED FINANCIAL PLANNER at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">ARYA ADVISORY SERVICE</span>
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Location
Vadodara, Gujarat, India, IN
Languages
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Gujarati -
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Hindi -
Skills
- Retirement Planning
- Asset Allocation
- Financial Services
- Mutual Funds
- Financial Planning
- Show all
Bio
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Credentials
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CERTIFIED FINANCIAL PLANNER
FPSB INDIADec, 2010- May, 2026 -
Certified Financial Planner (CFP)
FPSB IndiaDec, 2010- May, 2026 -
Certified Financial Planner (CFP)
FPSB IndiaDec, 2010- May, 2026
Experience
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ARYA ADVISORY SERVICE
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Vadodara Area, India
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CERTIFIED FINANCIAL PLANNER
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Oct 2004 - Present
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Vadodara Area, India
Providing guiance on how, where and when to invest.Contacting clients and setting up meetings, either within an office environment or in clients homes or business premises.Analysing information and preparing plans best suited to individual clients requirements.Make tailor made retirement plans an...
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Bajaj Allianz Life Insurance Company Limited
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Vadodara Area, India
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Sales Team Manager
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Oct 2002 - Oct 2004
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Vadodara Area, India
Recruiting and motivating agents for advising insurance policies
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Education
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2021 - 2023Bharati Vidyapeeth
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1998 - 2001
M.S.U. Vadodara
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Tejas Vidyalaya
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