Avinash Bhandari | Sukriti Investments

About

we are dedicated to help you out with your financial planning not as an investment company but as a companion. We’ll always be here for you in all the financial decisions so that you have adequate wealth for you and your family in the every stages of life. Managing your finances is not always complex task as it is perceived. With our expert and qualified team of professionals, we intend to give you an experience that you find worth sharing.

Practice at a glance

12

Years of Experience

850

Families Served

₹170

Crores Managed

Practice Details

Min Monthly Investment:₹3,00,000 & more

Min Lumpsum Investment:₹10,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

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

Language Spoken:Hindi

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Children’s Goals

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Avinash Bhandari.

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check