I started as an Investor in 2007, small steps little progress, consistant and diciplined investments over the period of time led me to attaining financial independance and attaining some of my personal financial goals inspired me to help others too. Hence my journey as an financial independance champion started. With guidance from my broker, and his encouragment and help at every step required inspires me even today to be a helpful professional. I have made a commitment to myself to be the best and bring the best products to my client is just a tribute to my mentor and guide Jayesh. Hope I could be atleast 10% of what he is. Thank you, Amit
Practice at a glance
2
Years of Experience
6
Families Served
₹0.15
Crores Managed
Practice Details
Min Monthly Investment:₹21,500 & more
Min Lumpsum Investment:₹20,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Women Investors, Business & SME Owners
Language Spoken:Hindi, Marathi, Gujarati, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
290170
IRDAI Licensed Insurance Agent (Life)
AJN831
Education
Formal Education
Post Graduate Degree (Any Field)
Industry Education
NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination
Can help you to
Children’s Goals
Invest for Goals
Build Wealth
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Can help you buy / invest in
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Amit Chauhan.