Bikesh Ojha
Fincun Private Limited•Patna,BR
I/J-2,Chandi vyaapaar bhawan,Exhibition Road,Patna,Bihar,
Patna, BR, 800001
I/J-2,Chandi vyaapaar bhawan,Exhibition Road,Patna,Bihar, Patna, BR, 800001
About
Practice at a glance
14
Years of Experience
1100
Families Served
₹212
Crores Managed
Practice Details
Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Women Investors, Business & SME Owners, Doctors
Language Spoken:Hindi, English
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
PFRDA Registered Retirement Adviser
SEBI Registered Investment Adviser
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM XVII: Retirement Advisor Certification, NISM XIII: Common Derivatives Certification
Can help you to
Plan Complete Finances
Children’s Goals
Plan Retirement
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 Bikesh Ojha.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up