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Anubhava Mishra | Advance Investments | VaranasiAnubhava Mishra | Advance Investments | Varanasi

Anubhava Mishra

Advance Investments•Varanasi
Shop No-1, PN Plaza Building, Sigra,
Varanasi, 221010
Shop No-1, PN Plaza Building, Sigra, Varanasi, 221010
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About

I am an experienced Insurance and Investment Consultant with over 5 years of experience in the financial services industry and more than 25 years of leadership experience in the IT sector. My expertise lies in selecting accurate policies, analysing mutual fund schemes, and implementing structured wealth planning. As an AMFI-certified Mutual Fund Distributor and Broker Qualified Person in Insurance, I combine strong domain knowledge with my background as a Business Automation Coach to provide data-driven and technology-enabled financial advisory services. I serve multiple HNI clients, ensuring personalised guidance, compliance-driven recommendations, and long-term financial growth.

Practice at a glance

6
Years of Experience
400
Families Served
₹30
Crores Managed

Practice Details

Min Monthly Investment:₹10,000
Min Lumpsum Investment:₹50,000
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff
Language Spoken:Hindi, English

Qualification Completed

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-251457

Education

Formal Education

BSc – Bachelor of Science, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Loan Against Securities
PMS

Complimentary Services

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

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Stocks Portfolio Review
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop
Tax-Saving Review
Loan & EMI Review