Anuj Kumar | JV AssetBridge

About

I am a Qualified Personal Finance Professional working for financial well-being of Retired professionals, HNIs. Special personal finance mentoring for Gen Z.

Practice at a glance

1

Years of Experience

7

Families Served

₹3

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹2,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Physical, Virtual, 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

Language Spoken:Hindi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

8783

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-342785

Education

Formal Education

BCom – Bachelor of Commerce, BTech – Bachelor of Technology

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Anuj Kumar.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check

Risk Profile Assessment

Loan & EMI Review