Alok Maheshwari | SARTHAK FINSERV

About

Sarthak Finserv had Successfully compleated 32 years of serving my 1500 plus clients towards financial freedom , securing their future by providing Solution regarding Retirement Planning ,Contingency planning, Term Insurance & Mediclaim Policy.

Practice at a glance

32

Years of Experience

437

Families Served

₹139

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Can help you buy / invest in

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Alok.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review