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Ankit Jain | POONAM INVESTMENT | DurgAnkit Jain | POONAM INVESTMENT | Durg

Ankit Jain

POONAM INVESTMENT•Durg,CG
OLD BUS STAND, BESIDES MADHYANI AUTO ,
Durg, CG, 491001
OLD BUS STAND, BESIDES MADHYANI AUTO , Durg, CG, 491001
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About

Financial planning is about more than just numbers; it’s about your dreams and peace of mind. I’ve spent the last decade guiding clients through every stage of their financial journeys. To stay at the forefront of the industry, I recently cleared my QPFP certification, ensuring my advice is backed by the latest professional standards. To provide the high-touch service you deserve, I work from a dedicated professional office supported by a wonderful team. Together, we handle the details so you can focus on enjoying the life you’ve worked so hard to build.

Practice at a glance

10
Years of Experience
175
Families Served
₹35
Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff
Language Spoken:Hindi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BTech – Bachelor of Technology

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth

Can help you buy / invest in

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

Complimentary Services

Get any of the free services to experience working with Ankit Jain.

30 Minute Q&A — Ask Me Anything
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check