"Client centricity is the utmost priority"
My self-Deepak Gochhait, a Certified Financial Goal Planner (CFGP) and a Mutual Fund distributor, catering around 253 retail clients with a SIP book of Rs 20 lakh and m y AUM stands at Rs 35 crore.
After completing my management studies i n finance in 1998. I started my career with ICICI BANK i n 2004 and switched to INDUSIND Bank in 2015 and continued till 2018, having a 15-year long experience in the banking sector. which helped me gaining knowledge about several investment instruments as I witnessed various market cycles during that period.
"On realising I would be able to create consciousness about various opportunities of investment among the people and cater to investors more effectively on my own and So I quit my job in early 2018, Understanding that there are no alternatives to mutual funds when it comes to beating inflation- and safe returns. I started off independent journey in May, 2018 in the fund distribution.
Practice at a glance
20
Years of Experience
253
Families Served
₹35
Crores Managed
Practice Details
Min Monthly Investment:₹2,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff
Language Spoken:Hindi, Bengali, Odia
Qualification Completed
MBA (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
344161
SIF Distributor (AMFI)
344161
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Financial Freedom
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Global Investing
Life Insurance
Mutual Funds
Loan Against Securities
PMS
SIF
AIF
Complimentary Services
Get any of the free services to experience working with Deepak Gochhait.