Anuraag Saboo

Sheltron Finserv•Bengaluru,KA

K903 SNN Raj Lake View BTM,

Bengaluru, KA, 560076

K903 SNN Raj Lake View BTM, Bengaluru, KA, 560076

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About

Gold Medalist in B.Tech from IIT Madras and PGDM in Finance/Strategy from IIM Bangalore With Professional Certifications such as CMT, Certified Market Technician (CMT Association, USA), CFP - Chartered Financial Planner (FPSB, USA), CFTe - Chartered Financial Technician (IFTA, UK) and over 29+ Years of Investment Experience. was Senior Executive Vice President at Kotak Securities Limited where he led FundExpert / Kotak Connect Plus Vertical - Business and Product Development

Practice at a glance

Years of Experience

120

Families Served

₹60

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹1,00,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Senior Management, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners

Language Spoken:Hindi, English

Qualification Completed

CFP – Certified Financial Planner

MBA (Finance / Investments)

PGDM (Finance / Investments)

NISM PG Programs

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-13974

SEBI Registered Portfolio Manager

INP000006396

APMI Registered PMS Distributor

APMI EUIN - E09715

SIF Distributor (AMFI)

ARN-13974

Education

Formal Education

BTech – Bachelor of Technology, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2, NISM XIII: Common Derivatives Certification, NISM XXI-A – Portfolio Management Services Distributors

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

Can help you buy / invest in

Fixed Deposits & Bonds

Global Investing

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Anuraag Saboo.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check