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Ratan Motwani

Ratan Motwani

advisor
Verified Advisor

About Advisor

Ratan Motwani is a distinguished financial professional with over 15 years of extensive experience in the financial services industry. He is a Commerce Graduate from MATS University, a qualified Company Secretary, and holds a Post Graduate degree in Capital Markets from NISM. Additionally, Ratan is a Certified Financial Planner (CFP) accredited by the Financial Planning Standards Board (FPSB) in the USA. With a deep and diverse knowledge of insurance products, he specializes in health insurance and term insurance. Ratan's expertise extends to portfolio management, encompassing mutual funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs). Ratan hails from a third-generation family business in personal financial planning, which has been serving clients for over five decades. His commitment to providing tailored financial solutions is evident in his ability to cater to individuals from varied professional backgrounds. Ratan’s proficiency in understanding and addressing the unique financial needs of his clients underscores his dedication to excellence in the field of financial planning and wealth management.

about

Company

Motwani Consultancy, Senior Financial Planner

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Experience

16 years

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License

Individual Agent

Products

Health Insurance
Term Life Insurance
Life Insurance (Saving Products)
Travel Insurance
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Languages Spoken

lang English
lang Hindi