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.