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Amit Kapoor | PRASANTHI CAPITAL | Gautam Buddha NagarAmit Kapoor | PRASANTHI CAPITAL | Gautam Buddha Nagar

Amit Kapoor

PRASANTHI CAPITAL•Gautam Buddha Nagar
KCB0031204, TOWER B3, JAYPEE WISHTOWN KLASSIC, SECTOR 134,
Gautam Buddha Nagar, 201304
KCB0031204, TOWER B3, JAYPEE WISHTOWN KLASSIC, SECTOR 134, Gautam Buddha Nagar, 201304
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About

• 24+ years of rich experience in Asset Management, Portfolio Management, Channel Sales, Wealth Management as a Product manufacturer and distributor across Corporates, Banking & National Distributors (BND), Independent Financial Advisors (IFA’s), PSU Banks, Indian Private Banks, Foreign Banks and marketing / revenue expansion activities with reputed industries in diverse sectors. • Adept in managing entire life cycle in development / introduction of new products; product type & quality assessment, multi-vendor positioning, pricing policies, merchandising and visibility plans, market / customer feedback surveys, etc., collaborations & tie-ups; establishing primary & secondary networks. • Domain expertise in advising corporate clients on the fixed income products including structured as well as alternate products along with equities in terms of asset allocation.

Practice at a glance

24
Years of Experience
60
Families Served
₹55
Crores Managed

Practice Details

Min Monthly Investment:₹1,00,000
Min Lumpsum Investment:₹1,00,00,000
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management
Language Spoken:English

Qualification Completed

QPFP – Qualified Personal Finance Professional

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
Children’s Goals
Buy a Home
Save Taxes
Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds

Complimentary Services

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

Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check