Maitri Modi Email

Founder and Chief Financial Planner, CFP® @ Vismay Finserve

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Maitri Modi Location

Vadodara, GJ, IN

Maitri Modi Work

2019 - now Founder and Chief Financial Planner, CFP® @ Vismay Finserve
2016 - 2019 Investment Counselor- South and Central Gujarat and Madhya Pradesh @ Kotak Mahindra Bank
2014 - 2017 Associate Vice President- Investment Counsellor- Gujarat and Rajasthan @ Kotak Mahindra Bank
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2013 - 2014 Product Manager-Investments @ Kotak Mahindra Bank
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2012 - 2013 Branch Manager @ Kotak Mahindra Bank
2009 - 2012 Chief Manager Priority Banking @ Kotak Mahindra Bank
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2005 - 2009 Senior Manager @ Kotak Mahindra Bank

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Maitri Modi Education

Institute of Management, Nirma University
Masters of Business Administration
2003 - 2005
Financial Planning Standards Board (FPSB)
2020
Indian Institute of Management Bangalore (IIM Bangalore)
2008

Maitri Modi Summary

Maitri Modi, based in Vadodara, GJ, IN, is currently a Founder and Chief Financial Planner, CFP® at Vismay Finserve. Maitri Modi brings experience from previous roles at Kotak Mahindra Bank. Maitri Modi holds a 2003 - 2005 Masters of Business Administration @ Institute of Management, Nirma University. Maitri Modi has 1 emails on RocketReach.

Maitri Modi Emails

Found 1 emails

@vismayfin.com

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