Deepak Kumar Swain | VALUERAJ ASSOCIATES PRIVATE LIMITED

About

Mr. Deepak Kumar Swain, I hold an MBA in Finance from Biju Patnaik University Technology and specialize in goal-based investment planning. I believe that investing should always have a clear purpose. My approach focuses on aligning your portfolio with your specific life dreams—whether that’s buying a home, funding education, or securing retirement. I am truly passionate about serving my clients and find great joy in helping them stay on track to achieve their financial milestones.

Practice at a glance

2

Years of Experience

300

Families Served

₹200

Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more

Min Lumpsum Investment:₹10,000 & more

Nature of earnings:Commissions

Mode of Meetings: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, English

Qualification Completed

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-81507

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

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Deepak Kumar Swain.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review