Logo
Logo
Logo

Home

Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By Specializations
  • Coming soon
Professionals Get Listed
Download Guidebook
Logo
Logo
ANMOL K GUPTA | ANMOL KUMAR GUPTA | Doda

ANMOL K GUPTA

ANMOL KUMAR GUPTA•Doda,JK
GANPAT BAZAR BHADERWAH,
Doda, JK, 182222
GANPAT BAZAR BHADERWAH, Doda, JK, 182222
View LinkedinView Website
LinkedIn
About

I started my career at CITI Bank in Ludhiana as a sales executive in 2005. Thereafter I joined ICICI Prudential Insurance and then migrated to ICICI Bank. Post which I felt connected with Investment and wealth management. I served ABSL AMC, and HDFC Inv Advisory, Kotak Investment counseling. This was the turning point in my career. Thereafter I chose Investment management and financial planning. In 2016 I decided to take a major step toward setting up a personalised service platform. It's been 18 years I am looking to serve people and make society's life better. Today whatever I am is because of family and clients. It is the encouragement of the family and the trust of the client I am an established professional.

Practice at a glance

19
Years of Experience
125
Families Served
₹150
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

Education

Formal Education

BSc – Bachelor of Science

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals

Can help you buy / invest in

Life Insurance

Complimentary Services

Get any of the free services to experience working with ANMOL K GUPTA.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check