2024
Certifications
Completed the relevant and required certifications to start the financial journey officially.
November
Registered with AMFI
I registered with the Association of Mutual Funds in India.
December
Partnership
Partnered with different companies to provide best-in-class products to our clients.
December
Launched the Website
Launched our user-friendly website with the brand name of Ankshita Financial Services.
December
Acquiring Clients
I started acquiring clients for mutual fund investments, opening Demat Accounts, and addressing their insurance needs.