Bal SachinGupta
V6 ArthGyan LLP•Lucknow,UP
LGF, Shop No. 14,15,16,17, Burlington Arcade , Burlington Chauraha, Vidhan Sabha Marg,
Lucknow, UP, 226001
LGF, Shop No. 14,15,16,17, Burlington Arcade , Burlington Chauraha, Vidhan Sabha Marg, Lucknow, UP, 226001
About
Practice at a glance
20
Years of Experience
1600
Families Served
₹200
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹10,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Women Investors, Senior Citizens / Retirees, Doctors, Professionals (CAs, Lawyers), Government Staff
Language Spoken:Hindi, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BCA – Bachelor of Computer Applications
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Children’s Goals
Organize Financials
Save Taxes
Make a Will / Trust
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 Bal SachinGupta.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check