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.