INTELLIPLAN FINANCIAL SERVICES POINT INDIA

Intelliplan Financial Services Point India is a highly qualified, seasoned Financial Services firm founded by Mr Sandeep Kumar Upadhyay- an M.B.A. and CFP CM certificant with 14+years of extensive experience in various areas of financial services industry including banking, equity research, asset management and wealth management. Sandeep has been handling Private Clients Division in Wealth Management space... With a fleet of financial experts we at Intelliplan financial Services Point India, dedicated to provide full service in Financial Services and wealth management. We are having tie ups with almost all the mutual fund companies, equity broking, annuities, insurance, fixed deposits of non banking financial companies etc. and we have entire gamut of financial products. The company is designed to meet the needs of individuals, closely held businesses & non-profit organizations. The firm is committed to provide high quality professional services with a personal touch.

Primary location: New Delhi India