He is NISM certified in Mutual Fund (MF) and Portfolio Management Services (PMS) distribution and holds an IRDA certification for both life and general insurance. In addition, Parag has in-depth knowledge of tax planning services, providing clients with valuable guidance as part of his value-added offerings. Together with his wife, Kalpana, he operates a 100% digital investment platform that simplifies wealth management for individuals and families. Their client-centric approach and deep industry knowledge ensure reliable and efficient financial solutions.
CIN- U66301PN2025PTC239634
GST No -27AAICI1041C1Z3
AMFI Registered Mutual fund , PMS and AIF Distributor.
Corporate ARN- 327545
© 2025 Investrt.in — All rights reserved | Designed & Developed by Shree Revatech