Logo
Logo
Logo
Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By Specializations
  • Coming soon
Professionals Get ListedDownload Free Guidebook
Get Financial Wellbeing Check-Up
Logo
Logo
Deepak Gochhait | KHUSHAL LEDGER PVT. LTD. | BhubaneswarDeepak Gochhait | KHUSHAL LEDGER PVT. LTD. | Bhubaneswar

Deepak Gochhait

KHUSHAL LEDGER PVT. LTD.•Bhubaneswar,OR
1120/2571, BISHNU NAGAR, TANKAPANI ROAD,
Bhubaneswar, OR, 751018
1120/2571, BISHNU NAGAR, TANKAPANI ROAD, Bhubaneswar, OR, 751018
View LinkedinView Website
LinkedIn
About

"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.

One Page Financial Blueprint